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

To: niceguy767 who wrote (235656)	7/4/2007 8:17:35 AM
From: aleph0	Respond to of 275872

// bondholders have probably now entered into panic mode seeing such a weak Barcelona intro! // I agree ! .. so maybe AMD should move fast on issuing more shares, before the boat starts to rock ? 16th. July ? Q2 ER is apparently on the 20th. ! ... and all those HOLD/UPGRADES after Q1 ER I find still just amazing ! briefing.com 20-Jul-07 Earnings Next earnings release: Jul 20 after market, unconfirmed. Reuters Research estimate: -0.82 Date Page Headline 29-Jun-07 Up/Down AMD: Deutsche Sec reits HOLD 21-Jun-07 Up/Down AMD: Stifel Nicolaus ups to BUY 20-Jun-07 Up/Down AMD: JMP Securities reits MKT OUTPERFORM 15-Jun-07 Up/Down AMD: Friedman Billings coverage dropped 08-Jun-07 Up/Down AMD: Lehman reits EQUAL-WEIGHT 23-May-07 Up/Down AMD: Matrix Research cuts to STRONG SELL 15-May-07 Up/Down AMD: HSBC Securities reits NEUTRAL 14-May-07 Up/Down AMD: Am Tech/JSA Research ups to BUY 20-Apr-07 Headline Hits AMD Reports "Terrible" Results 20-Apr-07 Bargain Hunting Micron Technology (MU 11.13) 20-Apr-07 Wake Up Call Market Sporting a Bullish Bias 19-Apr-07 Guidance AMD reaffirms 19-Apr-07 Up/Down AMD: FTN Midwest ups to BUY 19-Apr-07 Earnings AMD misses by $0.43

To: niceguy767 who wrote (235656)	7/4/2007 8:19:43 AM
From: BUGGI-WO	Respond to of 275872

@NG - Bondholders " bondholders have probably now entered into panic mode " Its way too early to get into panic mode now, but I could imagine, that AMD has still some debt, which they have to pay down when new money will once again come in, which will happen, no, which will be needed not that far away. The problem compared to even a few weeks ago is, that CDS got way bigger. The cheap money game is not over, but it will get much more expansive to raise money, when you doesn't have a good rating. As said, I can't see a scenario, where AMD could again rise money under 8% interest rate - it will be probably higher, when I take two things into account: - FED will rise again to 5,5% this year - Rating agencies will have to cut AMDs rating once more (I don't expect a single downgrade, at least 2 steps) -> debt will get more expansive, at least for AMD -> Aleph0 could be right -> raise money with even more shares, but its too early now and later it will not make sense, be- cause of the much lower shareprice ;) I really want to see a company paying 9-10% for only interest in debt, when nowhere a single profit quarter is in sight. BUGGI