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

To: DRBES who wrote (155705)	4/12/2005 9:52:55 AM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 275872

DRBES, So many positives coming for AMD in the next few months. But, the most important consideration is if they will give earnings enough thrust to over power the drag from flash. No doubt that DC Opteron will be a huge hit in blades and HPC clusters. For me, the verdict is still out on Turion. Centrino will be a tough nut to crack. I'm thinking that there may be companies that could benefit more from a low power DC Opteron than even AMD. A speculative buy would be Cray. It's way down on their warning that they may have some restatements coming. I don't know how much lower it can go, but I bet they start selling a ton of XT3 supercomputers when DC Opteron is announced. Pravin.