Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.76

-1.1%

Nov 21 9:30 AM EST

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To: Sarmad Y. Hermiz who wrote (218374)	12/1/2006 4:22:21 AM
From: brushwud	Read Replies (1) of 275872

What I did say is that people do sell their stock, yet keep posting rosy scenario for AMD. And keep attacking anyone who disagrees with rosy scenario. People like you apparently buy more stock according to their "mental" scenario of how INTC "should behave": Message 23035625 despite realizing, as you said, "INTC is being flushed down the toilet today [this past Monday]." And keep attacking anyone who disagrees. Message 23046065 What's your mental scenario of the increase in Intel's inventory this Q (after going up all three Q's so far this year)? How big do you expect Intel's inventory writeoff this Q to be, compared to $100M in Q3? (One-time writeoffs are a means of inflating reported gross margins.) How much do you expect Intel's flash division to continue to lose? Do you expect Intel's EPS to exceed AMD's this Q (certainly not for the year!) and where will that leave their respective P/Es?

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