Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.20

+0.4%

12:46 PM EST

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To: dougSF30 who wrote (197524)	5/18/2006 2:52:01 PM
From: Magrathea	Read Replies (1) of 275872

I doubt all the bad news from INTC is priced in. NGA info has helped, but the Netburst stuff will still stink up the I&E and Balance sheets for the next 4-9 months. AMD is between the MA200 and MA50. Even if we rise to the MA50 only to fail again, that would be 5-8% from where we are now. "Suggests not taped out". Yes it does suggest that, but not prove it. When did we first see a die photos of K8 and DC K8 in relation to tape-out and launch? I have no idea. Someone with a better archive might be able to answer this one. If we don't have a better idea of plans and roadmap for the next 12 months, then AMD will become a much smaller piece of my portfolio very quickly. By then I ought to have a hands-on comparison between the dual core laptops (although one will be 64bit and the other will still be 32bit). -Magrathea

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