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

To: Ruppert who wrote (159357)	5/19/2005 3:38:58 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

Ruppert Intel has a new boss, so there is a real possibility of a huge write off or other big explosion to hide market share losses. The market could collude with Intel, or drop Intel $3 in one day, flip a coin. Or you could be wrong and Intel could be taking back market share and doing just fine.

To: Ruppert who wrote (159357)	5/19/2005 6:55:04 PM
From: kpf	Respond to of 275872

Ruppert Intel has a new boss, so there is a real possibility of a huge write off Yes. It is good tradition to leave some basement cleaning jobs for successor-CEO. But usually you don't do that in your inauguration quarter - unless in an urgent emergency. Spansion-IPO would be a horizon to look at in this respect. K.

To: Ruppert who wrote (159357)	5/19/2005 7:15:13 PM
From: jjayxxxx	Respond to of 275872

Re: during the Q1 conference call AMD pointed out that Q2 is back end loaded Yep, but Henri Richard also said they have two factors (servers and high growth markets) that will help to alleviate some of back end loading issue (although probably to a lesser extent that we'd like, but still should be better than in the past): "As you know second quarter is always a little more back end loaded - it’s a tough quarter to close because of some of the seasonality factors in Europe. But, you know, to build on what Hector said, we have two growth engines that were not traditionally in our business model. First, our server business is definitely growing, and we’re winning big-time, particularly in the Fortune 500 space. And secondly, our high-growth market. A large portion of our growth in the first quarter was derived from an exceptional growth in the high growth markets where we believe we have a very solid offering, and markets like India, or greater China, or Russia, are proving to be extremely good markets where seasonality is less effective than in the mature markets of Europe or North America." epscontest.com Regards, JJ