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How to Be a Value Investor
I'm a fundamentalist investor. I'm looking to find things of value. And so if there's changes in the technology world where something might be going their way, we have a shift going on between Intel and MD. The only way I'm playing this on this side is on the short side through put options of Intel. It looks like AMD is going to have a chance to gain a significant amount of market share from Intel over the next year or two. So you try to get ahead of the game.