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

To: niceguy767 who wrote (201750)	6/12/2006 6:39:51 PM
From: DRBES	Read Replies (2) \| Respond to of 275872

STRONG BUY SIGNAL !!!!

To: niceguy767 who wrote (201750)	6/12/2006 6:42:55 PM
From: zdenekb_1999	Read Replies (2) \| Respond to of 275872

agreed regarding short term prospects, although I'd tend to see Conroe as a non-issue long-term. Market should be anticipating so there's a probability (most of) Conroe is already priced in. Semi picture seems to be a mixed bag as far as a brief glance at BUGGI's link suggests: "SEMI: Book-to-bill increased from 1.03x in March to 1.11x in April ? SICAS: Utilisation rates have decreased from 91.8% in 4Q05 to 89.5% in 1Q06 as capacity grew faster than wafer starts" Would a 65 nm delay of up to six months make a major difference for the long term in your opinion (EDIT: just to illustrate what I consider near the worst case. Guessing that Q2 earnings will make or break the common in the near term)