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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.150.0%2:00 PM EST

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To: muzosi who wrote (200056)6/2/2006 11:24:45 AM
From: Sarmad Y. HermizRead Replies (2) of 275872
 
>> what are the chances

Strong. But the up / down will be more like 10%-20%. AMD's price will be impacted more by the perception of whether it has an adequate and timely new product schedule, unrelated to restructuring at Intel. I didn't see anything yesterday that convinces me that AMD's profits will not drop in q2 (relative to q1) then in q3 and again in q4. Unrelated to how well or badly Intel fares.
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