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Technology Stocks : AMD ATI INTC NVDA Moderated

AMD 264.34

+2.5%

3:59 PM EDT

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To: xun who wrote (89)	9/29/2011 10:29:13 AM
From: xun	Read Replies (1) of 95

Under the current circumstances, it is the best time to buy AMD shares. At 5.50, AMD is priced to go under. Yesterday's warning is different from AMD's previous warnings in that (1) It's not a demand issue. Actually, it is the opposite. The market reception of Llano and Brazos is very good. (2) Now we know better about 32nm debacle and BD introduction. (3) New CEO flushed the toilet. (4) AMD product pipeline is good. (5) Market is so negative. The only downside risk of this call is that GF is hopeless. If that is the case, all bets are off. My sense is that both GF and AMD have paid a heavy price in producing the first generation of the fusion chips on a new brand process. If lessons learned, as they did before, AMD should have a smoother 2012 and 2013. One thing is different. AMD the company no longer suffers a near-death experience every time its process side hits a snag, like this one. And that is supposed to be the whole point of spinning off the fab business. If Rory Reed cleans up the operational side of the business inside AMD, I call a double in the next 12 months.

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