Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.18

-2.1%

Dec 2 3:59 PM EST

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To: Joe NYC who wrote (195153)	4/27/2006 2:59:52 PM
From: Rink	Read Replies (2) of 275872

Sold my remaining 40 Jan 20's for about $14.10 - Too much uncertainty about K8L. Performance and introduction date. Charlie somewhat confirms that K8L might be a Q2 thing like I suspected already; basically K8L might well not be the first 65nm product. - Added performance caused by 3rd gen strain (SiGe) might well not make it to rev F this year - Intel pulling in NGA release dates (at least comparing to what I thought it would be) - Possible very aggressive ramp of Woodcrest - Intel is cutting prices significantly enough to limit AMD's upside to guidance this Q - Most importantly sentiment might favor Intel's upcoming NGA for a while. The street might think all Intel's advantages in H2/06, H1/07 (until K8L) might outweigh AMD's massive capacity increases. I plan to trade AMD when I think good news is coming. I might trade Intel too. When we know more about K8L I might get back in. Also if I think sentiment might start changing again in AMD's favor I might get back in too (I think sentiment is often overreacting, but it influences the stock prices often rather significantly). In addition to some trades and owning Spansion shares I'm now looking for another stock with good leverage based on technical fundament. I own Spansion shares based on the same thing (tech fundament - shares, not options, because I think it'll go up nicely over a bit longer time). I don't like SUN until I see a turnaround plan I like (I'm not convinced they are set to cut costs deeply enough). I'll probably trade Cray before DARPA funds are determined. I'll be looking at eastern europe as well (like Czech Republic, Poland, not Russia). I'll continue posting here. Regards, Rink

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