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

To: Rink who wrote (195390)	4/27/2006 5:19:05 PM
From: BUGGI-WO	Respond to of 275872

@Rink - Sentiments " It'll face some competition and enlarged capacity might drive growth. " It seems like competation is "new" in this sector, we are competing probably with the most aggressive and biggest parts-holder (% of PC Rev./Sector-Rev.) in the entire world, so I don't know why competition seems to be "a new factor", not only for some on this board, also in the analyst group. " 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 fully agree - sentiment is ALWAYS a big factor, but the main factor over a longer period of time will be earnings - PE numbers. So, I'm not saying that Intel is expensive, also when some numbers still have to come down, but look at AMD. If the market believes HIS OWN!!! numbers, AMD is too cheap priced - its that simple. On the other hand, I really don't know, what fundamentally changed over the last 3-4 months? WHAT??? Everyone assumed a Q3 NGA launch (OK, Woodi is end of Q2 - volume will be near NON-Existent), price moves were known - so what happened? The only thing I could see is a 10$ drop at AMD. Don't you think that many of the spreaded fear or unknowns are already priced in? " Are you under any NDA or something similar? " Of course I'm NOT!!! under NDA, because I'm not pusblishing anything on the NET (Side) and I'm not a guy paid by AMD. But I have some, how could I say, agreement with people who provide some stuff from time to time ... don't get me wrong, the business is extremly difficult and most of the people only know a small part of the puzzle, so just if you know "some- thing" it could mean "nothing" - just it could occur, that you can't make assumptions from this info. I know its not that good, but most parts are such things - pretty pitty, but thats the way. @Charly - I don't know his sources and how good they are, but I assume that he feels the same as I'm - so its up to you to make "HARD ASSUMPTIONS". BUGGI