Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (121908)	5/19/2004 6:48:55 AM
From: niceguy767	Respond to of 275872

"Perhaps the downturn is done for the time being." Yeah...Oil pricing and Iraq have had their impact for a bit one might hope! Downward trending oil prices and saner prevailing minds in Iraq over the next 3 months combined with a global economy that is just beginning to percolate may put in place the stage for a nice little summer rally! With respect to AMD, management has executed flawlessly for 9 months running now as evidenced by the 30% revenue growth over that period versus INTC's 3% revenue growth over that same interval (as mentioned before, that interval does not include AMD's flash JV revenue spike in August)and has put in place, with its Opteron and MirrorBit products, the base for accelerating revenue/earnings growth going forward. Not sure just when the "investment community" is going to climb aboard, but those new Opteron releases yesterday and the upcoming 939 parts which put additional distance between AMD and INTC might just provide any necessary additional push! Very, very exciting times for AMD going forward!