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

To: Sarmad Y. Hermiz who wrote (219606)	12/8/2006 11:01:36 AM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: What would push you off the fence either way ? If you don't mind saying. For AMD: 1) On track for 2+ quarters in a row of quarterly net profits of at least $175 million Q1/Q2 and $250 million Q3/Q4. 2) K8L outperforming all Intel 65-nm parts and no unexpected K8L delays. 3) No quarterly x86 market share loss in Q4 06 or all of 2007. For Intel: 1) On track for 2+ quarters in a row of quarterly net profits of at least $1.4 billion Q1/Q2 and $1.8 billion Q3/Q4. 2) On track to take at least a token amount of x86 market share away from AMD for at least two quarters in a row. 3) On track for 45-nm launch with retail availability no later than Q4 2007 and overall performance lead over K8L.