Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 9:30 AM EST

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To: cfimx who wrote (230707)	4/20/2007 3:58:36 PM
From: Petz	Read Replies (2) of 275872

"Buy and Hold" doesn't work for Intel either, it has done zip in the last 10 years. But it perpetually has almost no sell recommendations and mostly buy and hold recommendations from the street. AMD trades in cycles of 2-3 years from peak to valley and valley to peak. You don't have to be a trader to make money with that! The roadmap for AMD looks very strong. There is no question that Barcelona-based servers will have higher performance and higher performance per watt than anything from Intel when they start selling in Q3. Intel has to get to Nehalem before that will change, if it changes. Penryn and its ilk are simply Core 2 on a smaller process, not a new architecture. Anyone who thinks that Penryn SSE4 will make a signficant differnce is not thinking properly. How much low-handing fruit do you think could possibly be left after SSE, SSE2, AMD64, and SSE3? Penryn is a non-issue. Petz

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