Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: muzosi who wrote (207723)	8/5/2006 11:17:50 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

you expect amd to be between 17.5 & 22.5 for august. do you have any longer terms option trades ? when do you expect amd to come back to its "historical range" ? AMD already came back to it's historical range. It was up over $40 and returned to the mid $17s. With AMD refusing to be undersold, I expect the price war to take it's toll. Red ink next quarter is not out of the question. Don't get me wrong, AMD has a very good product but as usual, it depends on perfect execution. I don't see that happening. I'm not as optimistic as others that AMD can execute perfectly forever and clearly Intel can't be counted on any more to constantly screw up. Where is 65nm? All I can find on the web is pictures of 65nm samples showing up in packaged form, but no indication of working parts. Intel started shipping 65nm volume Nov 1st of last year. If AMD started 65nm production today they'd barely be a year behind Intel and we haven't seen any clear indication that even samples are available. That's not good. AMD is looking like they need another "Hail Mary" and how many times can they keep doing this?