Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.80

-4.8%

Dec 12 3:59 PM EST

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To: plantlife who wrote (212725)	10/5/2006 7:12:57 PM
From: niceguy767	Read Replies (1) of 275872

We should get a glimpse of comparative performance again in about 2 weeks. What we know is that AMD's CPU Revshare waas 18.12%, almost double 15 months ago, but if I had to guess, I'd say that AMD's CPU Revshare may crack 20% in Q3, a quarter ahead of what my (optimistic at the time) projections were reading 12 months ago. I'm wondering now if Q3 earnings will mark the launch point for AMD when, based upon sperior comparative financials, the WSM finally caves in on its support of a 10X market cap for INTC and acknowledges the inevitability of a 30% CPU Revshare for AMD by the end of 2008. Again, INTC's worst nightmare is about to be realized with the consummation of AMD's purchase of ATI... Price breakout for AMD on Q3 earnings? (I think so!)

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