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


To: dougSF30 who wrote (156327)4/14/2005 5:06:07 PM
From: niceguy767Read Replies (1) | Respond to of 275872
 
"Looks like tomorrow will be down again. (IBM, Sun misses.) Tuesday could be iffy if Intel Q2 guidance sucks."

Dunno. AMD's CPG performance looks all the more spectacular against the earnings backdrop tonight. I mean AMD's Q1 CPG revenues grew sequentially setting a company record. CPG operating profit also increased sequentially.

As far as INTC goes, if INTC's sequential CPG revenues decline, (and, yes, that does remain to be seen) then I suspect that we may experience yet another 20m to 30M share day as the "big boys" climb aboard AMD in recognition of the transition that has begun to take place in the CPG sector reclaiming all lost ground and retesting 52 week highs probably in Q2, once Dual Core, blades and Turion 64 surface.