Doctor Jack's Stock Medicine

[Jack Haddad]

Ebay

Added 1 1/2 blocks at 25.84, and wrote 150 July 25 calls for 1.55/contract.

[Jack Haddad]

Intel's new Itanium chip, Mentecito.

When compared to IBM, there are three elements to this strength of the new Itanium chip procesor that will be released July 18:

1. Size. Montecito has 24 megabytes of on-die L3 cache, versus 1.9 megabytes for Power.

2. Latency. Access takes only 14 cycles of latency for Montecito versus 87 for IBMs off-chip L3.

3. Bandwidth. Montecito delivers 102 gigabytes per second versus IBM Powers 30 gigabytes per second.

[IIC]

Very well Said! Thank you. I'm interested in seeing others post in as close to real time possible as they can with the exact amount of entry and exit.

Jack...I might of posted this before...But R/T belongs in a Chatroom, not a Forum. Even a chat is not ALWAYS R/T...but it is closer.

Dave...who I happen to think is a good guy...mentioned posting reasons...Well, that's great for A/H posts on possible long, intermediate and in some cases swing ideas...But for DT's...I really don't have the time to post all the why's and wherefores(sp???) as I'm sure you don't either.

I have offered several times to let this forum use one of my dormant chats during mkt hours...I even emailed Ernie...He said to contact Karel...I did but I never heard back one way or the other...Heck...I pay for it and I am not asking for any money...If anyone is interested ...post here...I can give the addy and instructions...It's not hard...Doug(IIC)

[Jack Haddad]

Intel's "Conroe" is superb!!!

Website reviews of "conroe", Intel's upcoming desktop chip
Body: Independent reviews of the new destop version of the Woodcrest, code-named "Conroe" is all over tech magazines and website. But for the last several weeks, technology publications and Web sites have had in hand real production versions of the Intel Core 2 Duo processor for desktops specifically the E6700 and the X6800 (Extreme) with the caveat that they could not publish any reviews until Friday, July 14. In the meantime, theyve been running the chips through dozens of tests in their own laboratories.

Highly respected writer Anand Lal Shimpi may have put it best: "You'relooking at the most impressive piece of silicon the world has ever seen, at the fastest desktop processor we've ever tested. What you're looking at is Conroe and today is its birthday."

Toms Hardware is known for its meticulous hardware testing. The site features an amusing "photo" of a downtrodden soccer player wearing an AMD t-shirt getting a "red card" at the World Cup. The Toms Hardware review begins with these words: "Hardly anything about Intel's new processor remains secret: Core 2 beats Athlon 64, period. "As soon as Core 2 Duo hits the market, it will outperform the complete Athlon 64 family (X2 and FX) in all areas, including gaming, where AMD has traditionally been very strong."

CNET.com is perhaps the most widely read tech site in the United States. Its review concludes, "If you're buying a new computer or building one of your own, you would be wise to see that it has one of Intel's new dual-core chips in it. The Core 2 Duo chips are not only the fastest desktop chips on the market, but also the most cost effective and among the most power efficient. About the only people these new chips aren't good for are the folks at AMD, who can claim the desktop CPU crown no longer."

Exclusive PC World tests show that PCs equipped with Intel's new Core 2 Duo processors, formerly code-named Conroe, set new high marks for desktop performance--they're the fastest we've seen by far." Intel has produced a winner with its Core Duo 2 design; and for the first time in years, the company holds a clear performance advantage over its longtime rival, AMD."

Perhaps the premier British tech news site, The Register was one of the first publications with a Core 2 Duo review. "Intel once again has the fastest desktop processor on the market, and AMD is either going to have to start competing on price again, or pull something out of a hat to beat the Core 2 Duos speed. AMD is by no means a lost cause, but if you're after the best performing desktop processor on the planet, you're going to be shopping for an Intel Core 2 processor."


Enthusiast site GD Hardware gets a bit graphic in its review of the new Intel Core 2 Duo processor "In the most simplistic of terms, Conroe (dubbed Core 2 Duo) kicks the Athlon64 right in the [bleep] and doesnt look back." Kudos to Intel for getting it right and not just baby-stepping us into the next realm of performance but really handing AMD its ass on a silver platter. Were performance nuts around here and appreciate the school-of-hard-knocks Intel has gone through with P4. Its nice to see AMD eat some crow for awhile."


Like many other sites, Legit Review has already begun speculating on what AMDs response might be: "With both the Core 2 Extreme X6800 and the Core 2 Duo E6700 easily outperforming the AMD Athlon 64 FX-62 across the board we expect AMD to do something here in the near future. We had the chance to talk with AMD on the phone today they promised Legit Reviews that AMD will have an aggressive price move come in July and went on to say that AMD will not give up the lead in price versus performance. Other than that, AMD let us know that their upgradeable 4x4 platform is coming along in their test labs, but AMD has yet to have the launch quarter narrowed downfor now, the victory flag goes back to Intel."

[Rob]

Jack...I might of posted this before...But R/T belongs in a Chatroom, not a Forum. Even a chat is not ALWAYS R/T...but it is closer.

Doug, as I think you know, you can set up an invitation-only group on Yahoo in which you can have a members-only chat room. Thanks for volunteering to do it.

[IIC]

Doug, as I think you know, you can set up an invitation-only group on Yahoo in which you can have a members-only chat room. Thanks for volunteering to do it.

Yes...but I'm not volunteering...but if anyone wants to use mine we can starting 7/24.

[jcohen918]

chat

YES, I am interested. I am online all day also talking to other pro traders and hedge fund managers as well. Any networking opportunity is a great one. As traders we can never have too many sources, and real-time is even better than what we have now because most of us traders are scalpers who make 10-20 trades a day, not holding long term. I will continue to post on here about any long term ideas I have, but I am very interested in the real-time chat.

Jordan

[Jack Haddad]

Nem

Bought 1 block at 54.21

[Jack Haddad]

Aapl

Bought 2 blocks at 50.54, and sold 200 July 50 calls for 2.45/contract.

Sold 2 blocks at 52.89, and bought back the calls at 4.00

[jcohen918]

Tso

Long TSO at 69.80

[Jack Haddad]

Mrvl

Bought 1 block of MRVL at 36.53

[jcohen918]

Tso

Sold TSO at 71.13 , gain of 1.27/share

[Rob]

Sold TSO at 71.13 , gain of 1.27/share

Nice little trade, jcohen. But I have to correct your math. It would be 1.33 a share based on what you posted as your entry.

1.9% in less than a day is pretty sweet!

[Jack Haddad]

Mrvl

Bought 1 block of MRVL at 36.53

Wrote 100 July 35 calls at 1.90

[Jack Haddad]

Tso

Sold TSO at 71.13 , gain of 1.27/share

Jordan, good trade. Glad you dumped it. This stock has a habit of always retracting as options expire. I expect a pulldown to 67 by Friday.