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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 198.12-5.2%Dec 17 3:59 PM EST
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To: combjelly who wrote (207728)8/6/2006 12:31:40 AM
From: Elmer PhudRead Replies (4) of 275872
 
You are dreaming Elmer.

Well maybe so but if not Q3 then Q4. I'm willing to put my money on my forecasts. Tulsa captures the high ground in 4-way and above. AMD loses 2-4 way to WoodCrest in single and dual sockets so ASPs go south. No 65nm. The price war takes mainstream product to much lower ASPs, Fab36 depreciation kicks in on low volume. Most remaining cash gone to ATI plus shares diluted. Intel Quad core this year. It won't be hard to turn $89 million in profit into a loss, be it now or be it later. Assuming my August short options expire worthless, I'll be writing more Puts & Calls for either Sept or Oct. Have to wait and see which one makes sense.
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