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

To: dougSF30 who wrote (215108)	10/26/2006 4:57:46 PM
From: jspeed	Read Replies (1) \| Respond to of 275872

Doug, Once they missed the boat for delivering the new '06 products @65 nm, then it's just a business decision when they finally do start shipping 65nm. The real measure of progress here is the capacity of Fab 36. That's at 10k wafer outs/month. So as far as I'm concerned, they are about 1Q in flow behind their promise. But you can take the myopic fanboy view if you are so inclined.

To: dougSF30 who wrote (215108)	10/26/2006 6:02:52 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Well, Doug, it gets real interesting now! 1. INTC's CPU division produces 4 x AMD's revenues from its CPU division. 2. INTC's chipset division produces about 6 x AMD's chipset revenues going forward. At the close tonight, INTC's valuation was $125B and AMD's valuation was $10.5B, INTC's about 12 x AMD's! Something has to give! Was today's action the beginning of a more reasonable valuation alignment? ............................................................ Additionally, was today's AMD strength the beginning of the runup to $40, at which time AMD floats another 60M share issue to erase the ML $2.5B loan? ............................................................ (I'll not be surprised on either count!) ;-)