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

To: Petz who wrote (214468)	10/21/2006 11:55:05 AM
From: jjayxxxx	Respond to of 275872

Petz, re: Future guidance is a very strong determinant of stock price, which is why I'd like to see it represented somehow. For Intel it's a no-brainer. Yeah, I totally like the concept from the standpoint of improving the quality of the contest. I just abhor the idea of bringing in something so potentially subjective. In order to make it usable I think I would have to provide a 'select list' of options and then define those choices so well that there would be no dispute. THe problem is, the only way to do that very well is to limit the choices so much that there is hardly any difference between most entrants for that category. Which in turn sort of makes the category useless. If AMD were to start giving some sort of guidance that had a target number (or two numbers like Intel so that we have a midpoint) as opposed to only one side of the bounds (e.g. above 10%, which we agree is a problem). Problem is, until AMD has considerably more market share they probably aren't interesting in hard numbers since they don't see nearly as much of the market as Intel does. Perhaps we could figure something else for AMD once they include ATI numbers but start using this 'outlook' category for Intel, instead of the Flash category? Comments? Or as wbmw suggested maybe we should scrap both flash categories and replace them with either GMs or 'outlook' on GMs. Concurrent quarter GMs would be a piece of cake. GM outlook is provided outright by Intel. For AMD it would be tougher, but doesn't AMD include hard GM outlook in their CCs? [EDIT: Rivet doesn't guide on GM outlook in his boilerplate language... and I can't find any specific guidance in the Q&A other than the general 'we want to live in the 55 to 60% range long term' stuff.] Regards, JJ