Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: zdenekb_1999 who wrote (201752)	6/12/2006 8:23:32 PM
From: niceguy767	of 275872

"Would a 65 nm delay of up to six months make a major difference for the long term in your opinion (EDIT: just to illustrate what I consider near the worst case. Guessing that Q2 earnings will make or break the common in the near term)" INTC's very poor Q2 prospects have cast a pall over the entire semi market as far as I can tell. Until INTC's Q2 financials have been digested, I don't see much positive happening in the semi space. Again, the desperation P4 price cuts by INTC, and AMD's response pretty much guarantee weakness in the near term. As for any delay in 65nm, it certainly won't help, but as long as AMD gets 65nm right, the long term looks blindingly bright for them. Until I get a fix on Conroe volumes and AMD 65nm response, as mentioned earlier, I'm in trade mode with a negative bias.

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