AMD’s Decline is an Opportunity
AMD has pulled back this week despite modest gains made by tech stocks. This is a great opportunity to load up on AMD if you are still sitting on the sidelines. I am buying Jan 07 35 calls to add to my already overweight AMD position.
– Faisal Laljee
Oh god Faisal,
i wished i had a solution
for this.
I am getting creamed on AMD. Can’t help but feel that the shrinking margins stuff is overblown in the face of larger market share. Still sitting on my calls.
yea. dont feel bad,
i got sucked into Portal Player
last year a couple of times.
i thought that Portal was
a “100% pure play” on Ipod
while Apple was just 1/2 Ipods. And see…..
Apple goes from $35 to $90
and Portal… well….
ego had
to play on premise of PE
only 12-15x…. but
stoxx spirit knew
better………………..
P.S. after Portal Players
first fall in
October, the insiders,
including President Gary Johnson painted the tape with
false insider buy activity.
dirty!
try not to do options.
options suck.
i dont like the idea of
leaps because greed stacks
on top of ego chatter-static.
you have to
be 1,000% sure what your
buying and thats ususally
not humanly possible.
so you have to wait or goal for
something a little more
special. seeing your
“instructions” to buy AMD
which turned out to be
“destructions”, i will post
a bailout. If Lifecell
would fall $3-$4 to say
$28-$30, and the 12 month
calls with a $30 strike can
be had for $2-3-ish,
then with heaven’s goal
vastly exceeding $40,
you have a bailout.
but if you didnt learn from
the innocent mistake,
you will blow
your bailout and repeat
the AMD again. dont.
after Acellualr Matrix
fell $2.00- $2.40
from the am 31.98
window dressing crazies,
i checked out the calls
strikes
$30 for your crash course
bailout. so far the
$30 strikes from Sept-Dec
are sky high $3-$5.
but dont despare.
just hang tough. lets hope
for faulty downgrade or
misleading newsflow knock down somemore, or a few days cool off
to $29.01
or even $28.01, if so
you may be able to snag some
calls for a buck or two and
keep rolling them over for 12 months at $30 strike, during
supersized advance. iam rooting
for your bailout. but always
keep greed in check.
maybe Lifcell will run to far,
due to the short term rally,
say to $34.00-ish,
you short it for
a small- rapid $2-$5 tip over,
use the proceeds at then tipped
over lower levels to initiate
the $30 strike calls. then
stay away from unfriendly
options.
Bad News.
on Friday 7/7
Lifecell plunged $4
to lower $28s, but
the near by Sept 30’s
calls retained rich premiums
rather then a deep discount
to $1.00 as i had hoped for
you. apparently the options
pit remained bullish despite
the steep fall. for the moment there is no bailout,
but there is always next week!
maybe ISRG will fall on its
ass to $110-$105 for long entry point if dip buers arent
too alert.
BAIL IS SET AT $1.15
Lifecell has dipped $7
to the $26-ish, probably
a good price point if
the story hasnt materially
changed.
The august $30 calls
are $1.15 and the
september $30 calls
are $1.55. if there
is a steady uptrend
they will be rolloverable
for the next 12 months.
both these options
will catch potential
from 7/27/2006
rich sequentials earnings
report.