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

To: pirasa2 who wrote (238531)	8/9/2007 4:45:55 PM
From: dougSF30	Respond to of 275872

So you went from bearish to bullish as AMD proceeded to post ever-worsening financials. How odd.

To: pirasa2 who wrote (238531)	8/9/2007 5:08:55 PM
From: Tenchusatsu	Respond to of 275872

Pirasa, > So now I am bullish on AMD and my expectation is a break-even (in terms of FCFF) Q4. It can happen an infinite number of ways, and I find a decent showing by Barc and good K8 unit movement the most likely way it will happen. Well at least I've nailed you down to an "expectation." Break-even by Q4 of this year. Just like AMD promised. Got it. Personally, I think you should continue coming up with "alternative scenarios," because the ones you brought up are unlikely to happen. AMD ramping up volumes by 33% over the course of a year, PLUS ramping up quad-core production to the tune of one million per quarter in just four months after what's likely to be a "paper launch"? That kind of "alternative scenario" can only occur in an "alternate universe." Tenchusatsu