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


To: Sarmad Y. Hermiz who wrote (218374)12/1/2006 12:55:13 AM
From: TGPTNDRRead Replies (1) | Respond to of 275872
 
SYH, Re: My guess is you didn't read my post.>

HOOT, Hoot. I read the silly thing and everything up to that you've posted today.

RE: So did you ever post on this thread at any time in '06 that AMD stock was over-priced and due for a fall ?

Hoot, Hoot, Snerk.

I showed you 4 posts where I said I sold AMD this year. I'd guess most folks who read each of those posts would have thought "Huump, TGP went less bull on AMD today." At least a couple of them I said I "Sold Out".

No, I never posted that AMD stock was over-priced and due for a fall ?

I've not been short AMD stock or long AMD puts this year. So I've not posted I was bearish, this year.

That's three posts this week. At least two more than you deserve.

-tgp



To: Sarmad Y. Hermiz who wrote (218374)12/1/2006 4:22:21 AM
From: brushwudRead Replies (1) | Respond to of 275872
 
What I did say is that people do sell their stock, yet keep posting rosy scenario for AMD. And keep attacking anyone who disagrees with rosy scenario.

People like you apparently buy more stock according to their "mental" scenario of how INTC "should behave":

Message 23035625

despite realizing, as you said, "INTC is being flushed down the toilet today [this past Monday]." And keep attacking anyone who disagrees.

Message 23046065

What's your mental scenario of the increase in Intel's inventory this Q (after going up all three Q's so far this year)?

How big do you expect Intel's inventory writeoff this Q to be, compared to $100M in Q3? (One-time writeoffs are a means of inflating reported gross margins.)

How much do you expect Intel's flash division to continue to lose?

Do you expect Intel's EPS to exceed AMD's this Q (certainly not for the year!) and where will that leave their respective P/Es?