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

To: plantlife who wrote (212735)	10/5/2006 8:13:35 PM
From: niceguy767	Respond to of 275872

Mr. Rivet stated in the Q2 CC that AMD's Q3 operating expenses would approximate Q2's, which, if you recall included a significant and unexpected "marketing expense" blip. If true, and if AMD's revenues increase by a minimum of $200M as I expect, then AMD's Q3 will surprise significantly on the upside. (That's precisely why I'm accumulating Jan 40's, as I expect a serious amount of catch up by AMD before Q4 earnings.) Just absurdity that AMD has a market cap of $12B and INTC $120B. (Comparative Q3 results may well prove to be the "data" that moves AMD significantly towards 20% OF INTC's market cap!) Will AMD absolutely blow out Q3 estimates? I can't see it any other way, if Rivet's flat operating expense projection in Q3 stands up!