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

To: aleph0 who wrote (226517)	2/21/2007 8:51:47 AM
From: Sarmad Y. Hermiz	Respond to of 275872

Well, I've said this a few times. A stock can't rise unless it shows prospect of increasing revenue, margin, and profits. Oh, wait. You asked about WS opinion. Not my opinion. Sorry. I think WS still views AMD as a processor company. I don't think that anything to do with graphics is relevant to AMD's stock price. In my view of WS view, AMD went from a company making modest profits, to a company that is bleeding cash. No R600, J700, X800, or Z900 will change that.

To: aleph0 who wrote (226517)	2/21/2007 10:43:19 AM
From: seti	Respond to of 275872

R600 being slightly* delayed is for me yet another negative for a quick (hoped for) ATI integration.* You don't understand. The integration is proceeding quite well. ATI is getting into the spirit of things, doing things the AMD way, adopting the corporate motto: "Tomorrow is another day". Actually they are just thinking long term strategically. They are afraid it they manage to put out products for a change, they will rapidly become a monopoly and get in trouble with the justice department.