Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: firthoffourth who wrote (201196)	6/8/2006 6:45:07 PM
From: niceguy767	of 275872

"It will be an interesting earnings day in July if AMD doesn't warn. Anybody hazzard a guess at what would happen to the stock if they hit their numbers and gave "seasonal guidance" for the third Q?" Well, the INTC PR machine will be at full throttle exhalting the performance benchmarks of the, as yet vapourware Conroe, which seems to be banging its head against some very significant production glitches at the moment. No doube the trio of INTCmaniacs in our midst will join the INTC PR chorus as well. Nevertheless, should AMD post as outlined by you, there is every reasonn to believe that a quick retracement to $40 before Q3 earnings may occur...With that scenario in mind, I picked up a few July 30's today! (I'm thinking that the market, seeing the divergence that I'm anticipating in AMD/INTC Q2 earnings, will rightly begin to compare future INTC with future AMD products (i.e. Conroe vs. AMD co-processors as opposed to Conroe vapourware with existing mainstream AMD products. After all AMD already has the Opteron portion of the co-processor in place as has INTC some "black box" Conroes floating around) ;-)

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