Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.18

-2.1%

3:59 PM EST

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To: aleph0 who wrote (202293)	6/15/2006 2:37:59 PM
From: Petz	Read Replies (2) of 275872

Well there's a negative way to look at that Digitimes MSI mobo story. They said 65% were AMD in Q1, but they are basically "planning" on 50% for 2H. (50% of "current production" is AMD-based.) However all that is subject to market demand. By the way, unless there is a big surprise in the Q2 earnings report, I think AMD has to be commended for the excellent job in switching from socket 939 to AM2. It's not over yet, but I have never seen a socket transition go this smoothly since normally the mobo makers drag their feet. Sold a bunch of Jan 35 AMD puts this AM at $3.20. I was surprised ETrade allowed it without any questions in retirement account (cash available dropped by contracts x $2,500). Petz

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