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: zdenekb_1999 who wrote (210836)	9/13/2006 3:46:51 PM
From: DRBES	Read Replies (1) \| Respond to of 275872

i saw it...but i suspect more that he just likes to quash bad thinking no matter what its bias

To: zdenekb_1999 who wrote (210836)	9/13/2006 4:27:47 PM
From: eracer	Read Replies (3) \| Respond to of 275872

Re: Looks like AMD have earned their free lunch for the next couple of quarters - even though there is no such thing. Next year will be quite interesting (especially regarding if/how much AMD can improve performance by Q1 or Q2). Do I sense a slight change of sentiment on your side recently?! My sentiment changed somewhat over a month ago when the magnitude of the AMD/Dell relationship became clearer and AMD's share price started recovering from its recent lows: Message 22689222 In the short-term AMD has a better chance to remain profitable in Q1 and Q2 2007, which I thought would be unlikely a couple months ago. I still feel AMD has very difficult mid- to long-term challenges to overcome. I believe those who feel that Intel has "shot their wad" with Conroe may be in for a shock over the next couple years. Conroe is still ramping, has barely shown up in retail, and has not migrated to the budget segment yet. I don't necessarily believe K8L will be AMD's savior based on Charlie's previous remarks about AMD's and Intel's future at the Inquirer and this reply at Ace's: aceshardware.com