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

To: niceguy767 who wrote (211003)	9/15/2006 7:03:42 PM
From: Magrathea	Read Replies (1) \| Respond to of 275872

All we need, strong Q3 earnings, positive guidance and confirmation of 65nm production and $50 in Q4 is in the cards as I see it. Good Q3, probably. Strong is iffy -- depends upon what Dell is paying. But all that FAB36 production has to be going somewhere.... Forget "Positive Guidance". This management keeps their cards VERY close to their vest. You will get "Seasonal improvement" out of them, which is good, but that's all. Confirmation of 65nm will not come at the CC. Maybe before, maybe after, but not at earnings. They keep the CC low key. Least us not forget, AMD has to bridge Q1 and Q2 when Intel is finally producing CMW (make that CM-) in quantities that could make life difficult for AMD. -Magrathea