Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.45

0.0%

Dec 11 3:59 PM EST

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To: neolib who wrote (200226)	6/3/2006 11:16:03 AM
From: niceguy767	Read Replies (2) of 275872

Hey. I always read your posts and am impressed with your trading acuity expressed therein. With all due respect to Jerry's 30% call, a couple of significantly different factors are in place today: 1) competition now by AMD across all segments 2) legal case that has mitigated illegal competition by INTC. Like you, I too am in trade mode primarily. (I especially enjoyed those May call options purchased the day of Dell's CC) So, yes, I remain most optimistic about AMD's chances of reaching 30% in 2008, especially given the plan that was unfolded by management on June 1. Having said that, I intend to remain in trade mode, as INTC's current plight casts a long and negative shadow on the semi market. Even were AMD to post respectable/superb Q2 results, upside remains clouded by all the (blown out of proportion, imo) Conroe hype combined with the skittish trait so evident in the AMD investor.

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