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

To: BUGGI-WO who wrote (195160)	4/26/2006 3:03:15 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Buggi, Why sell today? I know, that noone could predict the future, but what is in front of us near term? Intel prices, and my belief that Q2 will be horrible for Intel, with no upside for AMD over the guidance (flat to slightly down on a Q with extra week). AMD well further gain dollar market share in a shrinking market, with unit share probably unchanged. The changes to the downside will be mainly from the drop of Intel's ASPs. Turion X2 Launch coming, the same on desktop with AM2 and new Servers later and at the start of june the analyst meeting with the newest infos on future CPUs. Yeah, those are the positives for the quarter. I think I will probably finally upgrade my home PC to Socket AM2. I don't think my computer can run the Oblivion... Joe