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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.76-0.5%Nov 14 9:30 AM EST

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To: Fill who wrote (182539)1/7/2006 12:48:33 AM
From: Joe NYCRead Replies (1) of 275872
 
Fill,

I think this run up still has some way to go. AMD is getting more design wins in the area that you think is dead. (well, maybe Intel wishes it was dead for now, until they can come out with a competitive product). It is certainly not dead.

AMD is strong in servers, desktops, and there is a plenty of room for AMD to sell products into the mobile market as well. Just remember that AMD ASPs are somewhere in Celeron range, and Turion certainly looks much more attractive than Celeron M. It is single core as well (for now), but performs better and is 64 bit. AMD market share has starting from nearly zero a year ago.

Another thing to look forward to is the AMD financials once the smoke of the IPO clears, and convertible converts. The financials will look exemplary.

Joe
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