Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 251.32

-3.2%

Jan 26 3:59 PM EST

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To: dougSF30 who wrote (197521)	5/18/2006 2:04:29 PM
From: Magrathea	Read Replies (1) of 275872

Occam's Razor. It was only Monday we learned a good deal about K8L, including it "floor plan" for built in Quad Core. To assume the first QC will not be K8L seems unrealistic. I think it is a tad early to hit the panic button. [Edit: well since we are at mid 30 down from 42, maybe it IS late, but I still don't believe NOW is the time.] There are two more news events in the next two weeks. If I don't like what I heard by June 2, I'll lighten up opportunistically over the next two months. One thing we know is INTC's 2Q is going to be awful. They told us so. I expect some relative AMD strength between now and mid July. -Magrathea

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