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

To: Dan3 who wrote (198182)5/20/2006 10:23:54 PM
From: gzubeckRespond to of 275872
 
I think all this talk about major correction is a bit soon...people are afraid to buy Intel because they don't know what kind of upgradability path they are going to get...fear sends customers away...AMD can only take x amount of customers away so Intel should be trying to maximize revenue and not trying to keep AMD surpressed...AMD will come out with very little pain while Intel might have a seizure if they continue producing mediocre products...Dell basically told them after the announcement "stop sending us crap to sell"...were not your dumping grounds...;>)



To: Dan3 who wrote (198182)5/21/2006 12:48:55 PM
From: niceguy767Respond to of 275872
 
Or one can think in eps terms, where the price of the stock tends to trade in the vicinity of quarterly eps these days.

How long before AMD posts a quarterly eps of $0.70 and how long before INTC posts $0.35?

Looks like Q3 or Q4 for an AMD $0.70. Can't say I'm nearly as optimistic about the peospects of a $0.35 Q3 or Q4 for INTC.


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