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

To: John Vosilla who wrote (243983)12/5/2007 10:28:52 AM
From: chipguyRead Replies (1) | Respond to of 275872
 
If INTC breaks to new 52 highs watch out.. I bought QI the other day now AMD and MOT this morning in anticipation.

You better hope the causal relationships between Intel's ongoing
financial bonanza and AMD's upcoming results are far more
common mode (rising market demand for PCs) than differential
(Intel's growing design and process domination over AMD and
resultant market share takeback).



To: John Vosilla who wrote (243983)12/5/2007 6:38:21 PM
From: niceguy767Respond to of 275872
 
INTC surely does look undervalued given its competitive positioning going forward.As mentioned previously, INTC is likely to post $2.25B in Q4 profit or about $0.38 per share.

I doubt that the total of AMD's positive quarterly earnings would come close to $2.2B. (Certainly cumulated unprofitable quarters would exceed $2.25B though, unfortunately for AMD.)


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