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

To: dougSF30 who wrote (156826)	4/18/2005 6:39:34 PM
From: niceguy767	Respond to of 275872

"If Intel sells off A/H (and Wednesday), AMD will probably head down as well.' I doubt that INTC sells off, but if they do it's because sequential CPG revenues are down, and as we know, AMD's sequential CPG revenues, in a seasonally weak quarter, were up. I suspect that with the NAB and HP endorsements complimented by the China growth we already know about, it's becoming fairly obvious that AMD's enterprise wins have entered their accelerating phase. The Wall St. herd will be sniffing this huge seachange that is currently taking place in the CPG space, and will be all over AMD now that flash uncertainty has been reduced.