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

To: neolib who wrote (155772)	4/12/2005 9:24:05 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

"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." We shall see. With Dual Core, Turion 64 and blades ready for large revenue splashes the rest of the year, I sure don't see any downside at $17. Additionally no warning should assuage all worst fears, hence the accumulation we've seen leading into earnings. There is just way too much negative factored into the $17 price. Everyone awaits the so far elusive "missing piece" being hard evidence of earnings growth. If AMD beats consensus of $0.02 by as much as I think they will (my entry is a very conservative $0.07 eps, but I think they may do double that)then look for a HUGE day on Thursday as the accumulators who have enjoyed a rather tame few weeks arre whipped into a competitive frenzy. If AMD posts double digit eps, 30M share volume and +5 is noy out of the question for Thursday. (In all the time I've followed AMD, I have never witnessed such irrational negative sentiment as is currently in place. It is just too obvious that AMD is about to take enormous bites out of INTC's marketshare as a result of AMD's superior product lineup. AMD's superior product lineup wouldn't be factored into a price twice today's $17, were AMD to provide the "missing piece" tomorrow, CPG revenue strength and an eps above the current $0.02 consensus.) Fireworks on Thursday? I think so.

To: neolib who wrote (155772)	4/12/2005 9:31:23 PM
From: Pravin Kamdar	Read Replies (3) \| Respond to of 275872

neolib, I think Pravin is smart, the upside through the report is pretty bounded, while the downside is more likely. Not smart -- just scared. I think that Petz's table also shows that tomorrow, market down trends not withstanding, should be a good day. What I would like to do, is wait for the earnings report. If the shares drop, then buy in the aftermarket before the CC. I expect the CC to be very bullish. But, on bad numbers (if that is the case) initial reaction should be a sell-off. That said, the exact opposite is likely to occur. So, no one should be influenced by me. My timing has been very poor, lately. Pravin.