MSFT 与 INTC 现两只股中选其一，实在那只股好

[mei168]

MSFT 与 INTC 现两只股中选其一，实在那只股好。大家对这两只股有什么看法？我本人想购进INTC。

 

[former-ABC]

INTC到底了吗？我觉得没有。你买INTC,我也不反对，因为我拿着AMD。

 

[mei168]

intc--从指标上看尚未是入市时机，但要做准备工作：

 

[mei168]

最初由 former-ABC 发布
INTC到底了吗？我觉得没有。你买INTC,我也不反对，因为我拿着AMD。

AMD---似乎近日要落下凋整的走势，你自己看看走势图。研究 、 研究

 

[former-ABC]

多谢啦。。。我是没有做好止损。比较失败。等长线咯。

 

[former-ABC]

最初由 mei168 发布
intc--从指标上看尚未是入市时机，但要做准备工作：

你这样写就好。 给套住的感觉不太好。

 

[mei168]

amd-长线应该有发展，

 

[beerman]

INTC长线有戏,
MSFT没戏,面临的问题太多.保不准什么时候炸弹就出来了.

 

[挣点钱]

Europe Semiconductor sell up 33% on Q1, that's why all semi-stocks up today.

 

[Mee]

纵观全球，牛牛牛

最初由 挣点钱 发布
Europe Semiconductor sell up 33% on Q1, that's why all semi-stocks up today.

 

[mei168]

挣点钱--纵观全球，支持你。
beerman -你的看法与我有点相同，多谢

 

[former-ABC]

12:38 ET INTC: Color on analyst meeting 27.10 -0.34: Bernstein gives an update on their conversation with INTC CEO Craig Barrett; in response to the most frequently asked question since the Q1 call on April 13, Barrett said that he was comfortable with inventories at Intel and in the channel, and said that an inventory write-down was the "farthest thing from my mind" since it was due to better than expected yields, not worse than expected demand. Firm says he was very disdainful of this question, and their conclusion is that he thinks there is zero chance of a microprocessor inventory write-off. Regarding the cancellation of its next-generation "Tejas" and "Jayhawk" processors due to head dissipation, firm believes that the cancellations and difficulty Intel is having with power dissipation at 90nm make it likely that AMD will have a harder time with its R&D budget, which is one fifth as large as Intel's. Maintains Outperform rating.

====================================
Good explanation about inventory by Intel CEO. It may ease people's worries.

 

[mei168]

intc---现可考虑入场的时侯了

 

[mei168]

最初由 former-ABC 发布
INTC到底了吗？我觉得没有。你买INTC,我也不反对，因为我拿着AMD。

超微 AMD: 回跌?向??月低?13.99

14.04 -0.63: 股?下挫，跌破200日??均?14.22，目前?探??月低?13.99，日低?到14。若跌破此?，??探13.93的200日妖塍均?和3月低?13.7。

 

[former-ABC]

我知道啊。。。逆境下要有信心。