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: Fill who wrote (182539)	1/6/2006 10:20:54 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Desktops are dead? Did you notice the "sold out" listings a few messages back?

To: Fill who wrote (182539)	1/6/2006 11:47:01 PM
From: Paranoid	Read Replies (1) \| Respond to of 275872

You do know about fab36 and the SPSN IPO? I think you sold too early.

To: Fill who wrote (182539)	1/7/2006 12:48:33 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Fill, I think this run up still has some way to go. AMD is getting more design wins in the area that you think is dead. (well, maybe Intel wishes it was dead for now, until they can come out with a competitive product). It is certainly not dead. AMD is strong in servers, desktops, and there is a plenty of room for AMD to sell products into the mobile market as well. Just remember that AMD ASPs are somewhere in Celeron range, and Turion certainly looks much more attractive than Celeron M. It is single core as well (for now), but performs better and is 64 bit. AMD market share has starting from nearly zero a year ago. Another thing to look forward to is the AMD financials once the smoke of the IPO clears, and convertible converts. The financials will look exemplary. Joe