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

To: zdenekb_1999 who wrote (201752)	6/12/2006 6:49:39 PM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@zdenekb_1999 - market data Nearly all market-data point to strong fundamentals. It could be always better, but we don't have to look always at the changes, look just at the absolute data too, which look extremly healthy when you ask me. And btw: its a pleasure to see, that the "industry" seems to learn somewhat from the past, where massive massive capacity came instantly online, which hadn't done some nice things for this or that segment later. So in the end, for this season the data look good for me, even more, if we look at an SOX level of 435. I'm just thinking, what is priced in yet ... but after nearly all board members here sold, I'm the (nearly) only one who helds (wrong decision in the last time). BUGGI

To: zdenekb_1999 who wrote (201752)	6/12/2006 8:23:32 PM
From: niceguy767	Respond to of 275872

"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)" INTC's very poor Q2 prospects have cast a pall over the entire semi market as far as I can tell. Until INTC's Q2 financials have been digested, I don't see much positive happening in the semi space. Again, the desperation P4 price cuts by INTC, and AMD's response pretty much guarantee weakness in the near term. As for any delay in 65nm, it certainly won't help, but as long as AMD gets 65nm right, the long term looks blindingly bright for them. Until I get a fix on Conroe volumes and AMD 65nm response, as mentioned earlier, I'm in trade mode with a negative bias.