Talvez tenha sido um golpe de sorte, o facto de estar no único título que no meio de tanto "sangue de Touro", tenha aguentado as cotações e agora com uma simples notícia dispara 12% no Afterhours..

Pelo menos a rentabilidade do Blog deverá para já ultrapassar a performance actual dos índices. Vamos ver como amanhã se comporta pois eu não tenho para já razões para liquidar, apenas puxar os stop para proteger parte dos lucros..

O que uma simples frase pode dizer tanto para uma empresa como a AMD...

Deixo o corpo da notícia:

By Matt Andrejczak

SAN FRANCISCO (Dow Jones) - Dell Inc. finally opened the door to using chips made by Advanced Micro Devices Inc., and the switch was cheered by AMD investors.

After more than a year of speculation, the world's No. 1 personal computer maker said late Thursday it plans to use chips from AMD in its high-end server product line, sending AMD shares (AMD) up more than 15% in evening trading to $ 35.65.

The decision ended Dell's longtime exclusive relationship with Intel Corp., AMD's larger rival, and pushed Intel shares (INTC) down more than 5% to $17.66.

In separate statements Thursday, Dell and AMD said the computer maker will use AMD's Opteron server chip, which has helped AMD eat into Intel's share of the worldwide server-chip market during the past year.

Opteron uses the equivalent of two electronic brains on a single piece of silicon, offering more horsepower while reducing power consumption. Market observers have said Intel is playing catch up with AMD in the server chip area. Intel, the world's No .1 chipmaker, plans to roll out a more competitive offering in June, dubbed Woodcrest.

"The move to AMD chips is a major blow to the already weakened Intel," said Momin Kahn, an analyst at Technology Business Research.

In the first quarter, AMD increased its market share for x86 server chips to 22.1%, from 16.4% at the end of 2005, according to Mercury Research.

"No one can ignore those facts," said Marty Seyer, senior vice president of commercial business at AMD. Dell's "customers were demanding Opteron."

Dell had been testing AMD's chips for more than a year, he added. He explained that Dell had been reluctant to sell AMD chips over concerns about the company's track record in the server market, and its manufacturing capacity.

Venham os touros nos semicondutores... este tipo de notícias pode provocar bem mais do que um "atropelamento" de Short Covers...

Amanhã aposto que o dia vai ser bem interessante...