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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST
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To: economaniack who wrote (219849)12/9/2006 10:07:59 PM
From: Sarmad Y. HermizRead Replies (2) of 275872
 
>> You decided to pick on a very casual post that was, in retrospect exactly correct, and seem still not to understand that.

e,

Hopefully you will respond before your suspension takes effect.

I really don't care about the details of your 65 nm production prediction. What I did care about is the basis of your economic prediction for AMD stock price.

Which is the foundation of your positive view toward AMD stock back on April 6 (the stock was in the mid-30's, and obviously you felt it was going higher).

I think the basis of your view was that it goes without saying that AMD had a solid technology foundation, and 65 nm progress, more design improvements, etc... would just flow routinely, and AMD would be on the trend toward elbowing Intel out of more market share.

That is what has gone wrong for AMD. Intel has picked up the technology improvement pace. And AMD is struggling to keep up. I had hoped you would recognize that. But apparently you think your estimates were spot-on. Sure, OK. AMD's 65 nm is going exactly as you expected. The stock price is exactly as you expected. And you were right all along.

Thanks again for the insight into what it takes to believe in AMD.

Sarmad
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