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

To: dougSF30 who wrote (196376)	5/11/2006 6:29:42 AM
From: BUGGI-WO	Respond to of 275872

@Doug - Projections " I have made no secret of selling my AMD positions and putting a portion of the proceeds into various INTC 2008 calls. Since then, new comments from AMD, and benchmarks cropping up on the web, continue to convince me that was a wise move. ... " Its pretty pitty that your posts turned 100% just as you sold AMD and bought Intel Calls. I will not discuss each line, but I have the feeling that you sold for the wrong reasons, but heh, your price was good ... make a nice gain isn't that wrong. ;-)) Hector said this thousand times, Henry too ... I too, the crucial thing in the next time will not be if AMD has 5% performance lead in the ABSOLUT!!! high-end or not, the crucial and MOST CRITICAL will be new design-wins. Without new wins, mostly BUSINESS!!! they will have trouble to sell even more units from a now much higher base. We have seen the HP X2 intro with 2 new notebooks for consumers and no business part - pretty pitty - that sucks. But when you ask me and its not that new when you read my previous posts, I'm expec- ting (as AMD) much much more design-wins MOSTLY!!! in Note- books and Desktop and of course Server, which is of course "only" a small volume part. Its my real feeling, that the market WAY!!! (and Intel) under- estimates the chances for AMD in the notebook space. Share is low today, mostly in LOW-End and we are now going to compete on nearly all Intel-fronts from SC to DC and down to 25W. So if we get the Designs, AMD could participate in probably 90% of the notebook market. In desktop we could participate in 100%, but we have to get Business SKUs, much more from HP, Lenovo, Acer, FSC, IBM ... In the end (if you ask me) its more important to follow this stuff which will "garantie" (or not) the additional volume which will be needed to run at 100% capacity and which will be needed to show even nicier EPS numbers in the future. I'm betting on this. BTW: one bet -> after june first, I see the stock over 35, expect even the 36-38 range ... BUGGI