Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 9:30 AM EST

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To: Mani1 who started this subject	6/15/2004 8:16:36 AM
From: niceguy767	of 275872

Sarcasm aside, with "Opteron family" now in its accelerating growth phase and MirrorBit now featuring unprecedented price/advantage in the marketplace thereby heralding flash growth and profitability for the foreseeable future, the remaining uncertainty remains progress on the 90nm process front. Without progress on the 90nm process front, AMD is looking at an earnings explosion, probably beginning with q2 results. With positive 90nm process news, well... What I'm getting at here is that any concrete positive news on the 90nm process front may be the spark that sets off the price explosion in AMD! (At $15, it seems that the market is saying modest, at best, "Opteron family" success, no MirrorBit success and no 90nm output of a competitive nature in the foreseeable future!)

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