SI
SI
discoversearch

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: BUGGI-WO who wrote (195370)4/27/2006 5:05:01 PM
From: RinkRead Replies (1) | Respond to of 275872
 
Buggi, I'm listening and will continue to.

re: Boa, your sentiments got down deeply.

Not my sentiment. I'm quite positive on AMD still. It'll face some competition and enlarged capacity might drive growth. I just think the street won't see it that way for a while. Because there are too many unknowns. Sentiment on the street drives a significant part of AMD's stock price. That's why I said it's the most important reason for me to sell. I'll get back in when I see a better situation, also for the street.

But I have the feeling,
that some/most people discuss AMDs future products without
knowing something.


You're right. I don't know much. Do you know perhaps if SiGe makes it to output this summer? Maybe I shouldn't ask even if you know (because it would probably mean you shouldn't reveal it). Are you under any NDA or something similar? Anyways, I don't see SiGe in frequencies or power in the engineering AM2 parts. I think I read Charlie seeing it for start 2007 more than 2006 (I probably should look that up).

Regards,

Rink