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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 230.73+1.2%2:03 PM EST
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To: smooth2o who wrote (191610)4/2/2006 4:44:32 AM
From: TGPTNDRRead Replies (2) of 275872
 
S20, Re: So I take it, both of you agree that there are no surprises coming in either announcement..>

There are surprises in every CC.

I'll be surprised if INTC doesn't "take the big hit" this Q. I think they've lowered expectations enough that there's little reason to keep pushing it out.

I'll be mildly surprised if INTC doesn't admit to losing market share in all X86 segments.

I'll be very surprised if INTC is outside their earnings or revenue band in either direction.

I'll be surprised if INTC doesn't stress forward results.

I'll be surprised if AMD actually lost market share in any segment.

But I'll not be surprised if AMD exceeds high published revenue and earnings expectations -- currently $1.45B and $0.37/share..
I'll be pleased but not surprised.

I'll be surprised if AMD is below band in either revenue or EPS.

I'll be surprised if INTC doesn't talk up 65Nm production and capacity.

I'll be surprised if analysts don't ask AMD about 65Nm production.

I hope analysts ask both companies about energy usage but wouldn't be surprised if they don't.

I'll be surprised if INTC doesn't *AT LEAST MENTION* under utilization.

So... What would surprise you -- or not?

Lets have an essay. You've a head on your shoulders. You should be able to do better than one liners.

-tgp
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