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

To: Petz who wrote (121909)5/19/2004 8:20:41 AM
From: niceguy767Read Replies (1) | Respond to of 275872
 
"It appears that the normal seasonal downturn may be non-existent since April already looks like it must have been a strong month."

Heck, if the semi recovery is strong enough to mask even this typically seasonally weak period, we may well be looking at enormous semi growth in q3 and q4 as the global economy continues to gain strength and as migration to 64-bit computing also gathers momentum!



To: Petz who wrote (121909)5/19/2004 12:28:22 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Petz,

Since HP is probably the biggest customer of AMD in the processor part of the business, the results are encouraging.

Joe


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