Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 211.24

+0.2%

12:33 PM EST

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To: zdenekb_1999 who wrote (201745)	6/12/2006 6:36:02 PM
From: niceguy767	Read Replies (3) of 275872

No doubt a bounce is in order, but with those price cuts by both INTC and now AMD, margins have been significantly impaired, so any bounce in the next month is a dead cat bounce as I see it. I see no way around that. Like you, I remain optimistic about AMD's prospects, but unfortunately AMD is insignificant on the macrostage which is undoubtedly heavily negative at the moment and just too much smaller than INTC to avoid negative impact by what I imagine will be a short term INTC assault. For me, I need to see some 65nm production from AMD before I get too gung ho about investing. Same for INTC...I need to see volume Conroe production. In the interim it's all short term trading for me, with a bias to the downside for both AMD and INTC.

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