Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Pravin Kamdar who wrote (162497)	6/27/2005 6:59:53 PM
From: niceguy767	Read Replies (2) of 275872

"The magnitude of AMD's drop over the last two days smells very fishy, but what's new?" Interestingly it has been on very low volume. Perhaps the floor trader need to pad his/her lunch fund? " 1.It could have something to do with the near absence of AMD on retail shelves this quarter. 2. Or, it might have something to do with the strength of the dollar, which dilutes AMD's foreign earnings (majority of AMD earnings). 3.Or, it might have something to do with negative flash news leaking out to Wall Street." 1. Doubt it! Just no way Athlon 64 desktop units can double in Q2 (per slide 17) and CPG revenues be flat to down. 2. Doubt it! ForX is an exogenous variable and likely to be immaterial in the grand sceme of Q2 things. 3. Flash remains a huge unknown and certaintly won't impact Q2 positively. The laarger question is will CPG operating gains more than offset flash operating losses. Today the market is saying no. Tomorrow? "Who knows with this piece of Sht. It's always something. We just don't know when we will get hit across the head with that 2x4. It usually happens when you least expect it."* Usually plummets on the release of good news. You know the adage: Buy on rumour, sell on news. However, given the FX-57 news, the HP Turion win and the SUNW workstation win, it's difficult to imagine that AMD'll remain weak any longer. Those in for the quick turn got reamed out today. let's hope it's a classic whipsaw with AMD back thru $18 by week's end. "But, we should at least learn to expect it. "Please Sir, may I have another!" Lol. Nothing that some serious Q2 CPG revenue growth won't cure. Last year's Q2 CPG revenue declined by $20M to $555M. I can't see this year's Q2 revenues not increasing by at least $50M to a minimum of $800M for a 45% annual CPG revenue growth rate. (and I think I'm being very conservative.) The part that rankles is that, to me, it so obvious that AMD has entered a phase of serious CPG revenue growth, yet the market hasn't yet rewarded AMD. I continue to accumulate on the expectation of a significant price adjustment on or before Q2 CPG revenue posting.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next