What a day for techs.... my take fwiw.

[MazeRat7]

Personally I think the street estimates were to aggressive for the likes of Apple (AAPL), AMD (AMD), Yahoo (YHOO), etc. That aside,
I think the problems with Intel (INTC) were expected as they have been in trouble for a while. Beyond that, I like Apple and AMD moving forward and am looking for mid-caps in the sector that show promise - so if you have some recommendations please feel free to share.


MZr7

[DS1]

1. I've been stunned and yet not surprised at AMD

I knew they had a good chip, I've known that for years, but for them to rocket this high took me by surprise. They're still one tenth the market cap of Intel, and I think that helped a lot, still, they really rocketed.

ATI, I expected them to peak around 18, they did. I thought NVDA would peak around 40, so far I'm low on them. SUNW is my current bet, earnings and options expirings are coming out tomorrow, it'll be an exciting day to say the least.

[MazeRat7]

2. I captured the up-tick...

I bought just hours before the earning report and sold first thing the next morning gaining about 3.5 points... considering whats happening today, that is about the only smart move I have made this week. :( As for AMD, I like the move, but the pull back was (for me) expected.

MZr7