Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: dougSF30 who wrote (215134)	10/27/2006 7:46:19 AM
From: niceguy767	Read Replies (1) of 275872

Looks like AMD reports $2.0B in Q4 revenues while INTC reports a little more than 4.5 x AMD's at $9.0B plus! INTC's market cap of $125B, some 12 x AMD's $10.5B is going to get realigned before comparative Q4 results, I'm betting! You see, the ATI purchase by AMD is yet another nail driven into INTC's monopoly status, one where INTC defines sector profitability. Nope, duopoly here we come, with AMD gaining 30% revenues and 30% revenues and 30% of INTC's $150B by then market cap. Hmmm...$10.5B now vs $50B in the not too distant! I have a feeling that the WSM is beginning to see it that way now as well. Again, AMD's runup to $40 may well have been precipitated by the successful ATI takeout. At $40, float another 60M shares to take out ML's $2.5B loan, and hey that leaves AMD with a $20B cap...just $30B and an increment of $60 in share price before that $50B cap at $100 a share! Buy your tickets now while you can still get 'em cheap Doug!

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