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

To: niceguy767 who wrote (193694)	4/13/2006 8:56:55 PM
From: titon1	Read Replies (2) \| Respond to of 275872

Today just made no sense at all... It did, all the ingredients were there! Guidance was key, they guided flat to slightly lower and we got a huge sell off like I expected. The under-promise, over-deliver did not materialize, they did exactly what they said they would. Performance worries regarding Conroe were not eased (I'm not saying AMD will not be competitive, they may very well be!). I'll be watching very carefully Turion x2's launch. If we don't get Lenovo, Sony, Toshiba, Nec or some of them on board, I'll unload my shares at every opportunity. Also M2's performance is key, anything less than 10% improvement over 939 socket means they don't have an answer yet to Intel's comeback.