Apr
10
10
so much cool…
There are so many cool web businesses out there today, sometimes it’s just silly. Today, I’m talking about personal finance site, Seeking Alpha. It allows individual contributors with informed (or semi-informed) opinions of stocks, the markets, etc to post their positions on the site. They have editors who screen and pick out top-quality content. The result? A very diverse and interesting set of opinions on stocks. Today, they posted my thoughts on AMD.
I remember back to 10 years ago when I was buying my very first stocks. The sources of information out there were pitiful. I think the SPAM I got in my inbox even got consideration.
Then again, considering my investment record, I might have been better off if I had never learned any more!
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2 comments to so much cool…
— 04/11/07 at 10:54 am
Read your latest on AMD. Here’s what to keep your eye on: The date of Barcelona’s release will not be as important as what AMD says about the roll out down the product line. Intel will respond fairly quickly with updated info about penryn. If penryn closes the performance gap enough so that Intel can compete on price, expect an escalation of the price war. After that nehalem’s anticipated release will be crucial. AMD cannot float new bonds or stock without being required to to pay back a substansial amount of money to the folks who loaned the $$$ for the ATI acquisition.
— 04/13/07 at 10:51 am
Surya,
Seeking Alpha is a great site. I use it all the time in my analysis. It provides useful unbias opinions. Hope you’re well.
Andrew
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