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

To: Sarmad Y. Hermiz who wrote (193990)	4/16/2006 1:30:41 PM
From: niceguy767	Respond to of 275872

"What a useless subject to be going on with." Agreed!. Much more interesting to discuss: "the reasoning behind people's strong expectation of a big share increase by AMD. Not from 10% to 20%. That was history before I posted anything here. But from 20% to 30%, which is the public goal of AMD management." So let's begin anew! AMD's revenues in the past year have exploded from $750M to $1300M and at the same time AMD's Revshare has exploded 9.5% to 17% and that's before Chartered and Fab 36 ramp. (We don't have INTC's Q1 for comparatives just yet, but I'll be surprised if INTC's numbers are as good ;-) ) Additionally, AMD's gross margin grew to 58.5% in Q1 (perhaps exceeding INTC's for the 1st time in its history) in an exceedingly difficult quarter, one in which INTC's may have fallen by as much as 5%. The foregoing HUGELY positive trends would seem to provide reason to be fairly optimistic about AMD's future growth prospects. Hard for me to imagine why some might not form a highly positive outlook for AMD given the very positive nature of the foregoing fundamental indicators. Perhaps you could elucidate your reasons for not having a positive growth outlook for AMD, as despite your many posts on this thread, I'm yet to appreciate the nature of your skepticism.

To: Sarmad Y. Hermiz who wrote (193990)	4/16/2006 1:33:05 PM
From: combjelly	Respond to of 275872

"He edited his post after I responded. He changed from "bleed a river" to "bleed $400 million"." No I didn't. See, this is the sort of thing that gets you pegged as a troll. The "bleed a river" was from a previous post, not the one you responded to. Message 22354200