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: Elmer Phud who wrote (123696)	6/15/2004 5:45:30 AM
From: mozek	Read Replies (2) of 275872

"Hypothetical" 90nm margins The other possible reasons you offered are no less hypothetical. IMO, margins are the only reason I can reconcile as consistent with both known market environment (strong media-based and anecdotal evidence that AMD64 is being embraced) and seemingly credible company statements/reasoning. While anything hypothetical is always subject to debate, as we are proving, I find that most often, the answer that fits with the theory of occam's razor turns out to be true. As with my opinion, that is just the way I prefer to do things. If you would choose to focus on hypothetical reasons that do not seem to fit the occam's razor test as well and omit the one I suggested, then you are free to do so. Perhaps you hadn't considered the reason I offered, or perhaps you could offer some rationalization for rejecting its likelihood over your suggested options? Thanks, Mike

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