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


To: Petz who wrote (155767)4/12/2005 8:39:46 PM
From: Joe NYCRespond to of 275872
 
Microsoft itself takes a more conservative approach, at least in respect of potential sales. In a recent conversation with Tom's Hardware Guide, senior product manager Brian Marr said Microsoft believes the operating system will be adopted first by professionals and workstations who hit the limits of 32-bit computing as well as enthusiasts and early adopters. The total initial market for Windows XP Pro x64 is estimated by Microsoft between six and nine million. Sales of the desktop OS are therefore expected to be in the seven-figure-range for the first twelve months after release.
tomshardware.com

Joe



To: Petz who wrote (155767)4/12/2005 9:04:50 PM
From: neolibRead Replies (3) | Respond to of 275872
 
Thanks for that table. Looks like 5 advancers to 12 decliners + one unchanged. The last string has not been great as you noted. This is definitely not Jan or Apr, 2001. I think Pravin is smart, the upside through the report is pretty bounded, while the downside is more likely. Niceguy needs to add a new metric as a precondition for AMD blastoff: The ability of shareholders to safely hold shares through a quarterly report. The current price makes me inclined to take a little profit tomorrow, as I last purchased in the mid $15's. I'll sleep on it.



To: Petz who wrote (155767)4/12/2005 11:23:12 PM
From: neolibRespond to of 275872
 
Relooking at your table, on the bright side, its an increasing monotonic sequence for the last 5 reports with the most recent one being 0.0, so I guess we are in luck this time :)

-1.48
-0.90
-0.77
-0.61
0.00

and...



To: Petz who wrote (155767)4/13/2005 2:31:05 PM
From: MagratheaRead Replies (2) | Respond to of 275872
 
Re Petz's table of earnings dates and price changes.
Let's look at the previous five dates more closely (or rather with a bigger time frame):

Jan 05 was after a late horrible warning. No change. And a good GRADUAL rise from low 15 to 18.5 in the next month.

Oct 04 had risen from mid 12 to 14. MA20 over MA50. Fell only to mid 13, closed near the low of the day. You had 5 days to buy at 13.6, not been lower since.

Jul 04 had fallen from 16 to 14.5. It gapped down and fell 3 points in 2 weeks. Low was high 10's in a month.

April 04. Rose from 15 to 17.5 in prior 3 weeks.(sound familiar?) Had touched 14 in the previous month. Closed the week at 16, reached 14 and MA200 by end of April.

Jan 04. Rose from 14 to 17.5 in previous month. My chart shows that the 16th (Thursday) at high 16, rose on Friday and Monday to low 17, then sank to low 14s inside of three weeks.

October 03. If earns relase was 10/15 EOD, It appears to have been after a rise from 11 to 13.5, a gap open to low 14's and drop on earnings day. After earnings, you had two days in the next 6 to buy at 13.5, then it took off.

------
I'm still holding some shares from the January debacle. I said there would be a sucker's rally into the first week of February. (Actually it went into second week to a surprising 18.5). I also said I would not buy into this stock again until mid April.

5 out the last 5 times says not to buy the rally nor buy the next day. You could always get a price as it tested the day after low within the next week. Contrarily, if it fails the day after test, look out below.

On the other hand, a drop of 1/2 a point may be all we get.

If I had any sense, I'd sell what I have today and buy back at a lower price within the next week. Especially with Intel reporting a day later and the VIX at so low a value compared to the pace of the market averages. ... If I had any sense, that is.

Good luck all,
Magrathea



To: Petz who wrote (155767)4/13/2005 2:41:54 PM
From: dougSF30Respond to of 275872
 
If you really want to pursue this avenue, it would probably be better to correct for what the SOXX did each day, and express everything in percentage terms.

That is, you want to understand the "AMD-specific" movement on each day.

For instance, right now, AMD is doing significantly better than the SOXX, even as it falls just below $17 again.