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

To: UpNDown who wrote (146161)	1/3/2005 9:12:27 PM
From: niceguy767	Respond to of 275872

"BTW, some of the expected January announcements from AMD: * new HP servers * new Sun servers * new notebook SKUs * Red Storm start-up * 90-nm. Athlon-64 3800+" How about a Q4 EPS in excess of $0.30? Not sure about who gets to $25 first as I think both are currently very much undervalued as will become obvious with their respective Q4 earnings announcements and highly positive 2005 guidances. (Note: CPU pricing has remained stable throughout Q4 and hence significant profit margin earnings expansion is necessarily the result for both! Analysts for whatever reason just don't get the new tech revolution that is unfolding fueled by Asian demand and migration to 64-bit computing amongst other things! I suspect that some will get it after surprisingly strong AMD and INTC q4 earnings are posted!)