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

To: Rink who wrote (207077)	7/28/2006 10:16:53 AM
From: DRBES	Read Replies (1) \| Respond to of 275872

Dell Q3...Lenovo Q3...IBM broad server offerings starting in August

To: Rink who wrote (207077)	7/28/2006 10:50:56 AM
From: niceguy767	Respond to of 275872

I can't say any more about when K8L arrives than I can about INTC overcoming their production hurdles. In both cases the uncertainty is HUGE. What I can speak to is INTC's accelerating financial deterioration about which their is much less uncertainty given the mess in INTC's Q2 financials. Otellini vowed to mess up AMD in Q2, which he did to some extent, but in the process messed up his own financials much more seriously than AMD's. The point I'm making is fundamental in that INTC no longer has the power to beat back AMD at will without impairing its own financials to a much larger degree. Given that P4 is INTC's primary revenue driver to the end of the year, I just don't see things looking up for INTC this year. WS hasn't twigged to the fundamental change that is now well underway in the semi sector or AMD'd be trading at or above $35 today, relative to INTC att $17.75!