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Rap Sheet

Author:

Jam ok

Subject:

Off Topic

Date:

11/06/17 at 3:31 PM CST

 

 

READ: 3

RPLY: 0

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Sentiment:

Neutral

OT - INTC/AMD + networking

OT - Intel and AMD have announced a partnership - INTC will produce chips that incorporate AMD's advanced graphics tech as a counter to NVDA's rather complete dominance in the videographics department. Intel was up just marginally, (but up - one story spoke of chipmakers being near the 2000 dot.bomb levels), but at least earier AMD was up 6%+ (probably an indication of how badly (given the 20% haircut upon earnings it got) AMD needs a shot in the arm. NVDA appears to be unconcerned, as the stock was essentially flat.

After a good talking to myself, I used the incredible, but inexplicable, 'melt up' of the networking sector (INFN 4%+, NOK 3%+) to almost half my positions in both stocks. INFN reports on Wednesday, and while my 'news radar' may be highly ineffective (or maybe, as is often the case, there's just no news), I don't offhand see reason for optimism. And if it's the standard sector disappointing quarter, we might see the nasty kind of haircuts that make other stocks quail in sympathy. Or not, we'll see.

This article says nothing not already known - it simply serves to point up what is the average street outlook on NOK's situation:

finance.yahoo.com/ne...7.html

The Microsoft store has been having a sale on Xbox One S bundles, in anticipation of the release of the Xbox one X on Nov. 8th (Most pre-release orders I see around the web are sold out.) Just ike Microsoft, they're advertising some products (like a Battlefield 1 bundle with a choice of 500gb or 1tb - except the 1tb was never available from them, yet they continue to advertise it, and demanding they stop 'bait and switch' 'escalates' your case with a delay of probably a week, while the 2 extra games that come packaged with it get narrower and narrower choices - no more COD WWII, no more NFL 18 - of course you'd want 'Dance Dance Revoutuion'. Who wouldn't? 

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