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

To: TGPTNDR who wrote (232426)	5/10/2007 5:46:56 PM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@TG - rise " The question is, "Is there really a pony in here somewheres?"* The tape says there is. " No question, AMD has and had showed strength in the last time. When you ask me, some big buyers seem to think, that the next turnaround is just around the corner. Most of the "old" things were said and I can't add new thoughts, but its my strong feeling, that the market overestimates AMD possibili. in the near timeframe. June will be critical, but when we see the current quarter, volume will not go up overall. Thats a nice phrase - all hints show more -5% QoQ and notebooks are again on the better side, which is Intel main strength. When I look again at the new Yahoo estimates, the numbers still come down. Q2 is now at -0,84$, which is imho too "good". I expect minimum 1$ loss. Q3 stays now at -51C, which mainly depends how much K10 volume they could ship in Q3 already. When you ask me, that number is also a high hurdle. After that I couldn't see, but also when AMD could reach near zero numbers, why should the stock stay at 14$ with falling book value and again decreasing cash level? I have to give AMD much much credit to justify these current levels and I can't - sorry. BUGGI

To: TGPTNDR who wrote (232426)	5/10/2007 7:45:29 PM
From: aleph0	Read Replies (1) \| Respond to of 275872

// The tape says there is. One of my top three sez there ain't. // The only dog and pony show in town is WS. if you watch the tape "every tick" like I do .. since years BTW, you'll see that the Specialist moves the price up or down at will ... often on no apparent real volume. WS wanted AMD up over the last 2-3 days. Maybe it was because they knew NVDA was reporting tonight with probably good numbers .. as indeed they did .. almost 2$ up in AH. So tomorrow, they'll now have a very good excuse to take AMD down again. The "duopoly contest" is actually now AMD versus INTC+NVDA. ...something which WS is very much aware of ! JMO .. and I'm sticking to it !