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


To: muzosi who wrote (200056)6/2/2006 11:15:46 AM
From: gzubeckRespond to of 275872
 
Pretty good! If AMD goes to $20-25 over the next six months I will even go long with some leaps...;>)



To: muzosi who wrote (200056)6/2/2006 11:18:57 AM
From: Jim McMannisRespond to of 275872
 
Makes sense to wall street. With 16k less mouths to feed, Intels profits will go up.



To: muzosi who wrote (200056)6/2/2006 11:24:45 AM
From: Sarmad Y. HermizRead Replies (2) | Respond to of 275872
 
>> what are the chances

Strong. But the up / down will be more like 10%-20%. AMD's price will be impacted more by the perception of whether it has an adequate and timely new product schedule, unrelated to restructuring at Intel. I didn't see anything yesterday that convinces me that AMD's profits will not drop in q2 (relative to q1) then in q3 and again in q4. Unrelated to how well or badly Intel fares.



To: muzosi who wrote (200056)6/2/2006 1:47:25 PM
From: FJBRead Replies (3) | Respond to of 275872
 
Intel already announced a reduction in headcount, 16k they are shooting for I think?