Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Petz who wrote (197400)	5/17/2006 8:58:44 PM
From: dougSF30	Read Replies (4) of 275872

I strongly believe that there are imminent HP business notebook wins coming Is that faith-based investing? :) If HP believes that AMD will be back on top in 9 months, they won't drop their AMD percentage one iota. Why not? Would AMD punish them for cutting back until AMD fields a competitive product again? Besides, even if AMD closes the gap a bit next summer, won't Intel just accelerate away again with 45nm Core2 and Core3? In the consumer sector, customers want AMD now, they are trained like Pavlov's dogs to want something with a 64 in it. Then why is AMD not selling at capacity? Why was AMD so cautious with Q2 guidance?

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