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

To: heatsinker2 who wrote (137862)	10/27/2004 12:21:36 PM
From: rupert1	Read Replies (1) \| Respond to of 275872

Osha's comment is, well, weird Like all analysts, and more than most, he likes to think that he is a strategic thinker with an eagle's view of the entire industry. He particularly likes to say, and often does, "I told you so". I suspect that he has heard that an AMD-IBM joint-manufacturing announcement is in the wind. He wants to be in a position to suggest that they had listened to him. Remember the Inquirer said several months ago that an outsourcing fab agreement had been inked. I think such an agreement, not necessarily with IBM, or a Dell deal, or blow-out earnings are on the very short list of events that would have an immediate positive impact on the share price, more so than any technological advance or product announcement.