Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dougSF30 who wrote (165143)	7/13/2005 7:23:40 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 275872

Doug, Yes. It's all very neat. It seems that the companies that translate revenues into profits get the better valuations. Perhaps that is somewhere in AMD's future. AMD's high valuation indicates that many expect it to be. I did like the $125 million in increased cash reserves. Fab 36 production starts in Q1 means Fab 36 product revenue next summer. Full utilization now should make anyone concerned ask a few questions. Don't get me wrong. I'm not down on AMD. I have a history of trying to see both sides. As I think you do, too. Pravin