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

To: Petz who wrote (245385)	1/3/2008 2:33:22 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

The answer is (c): AMD's K10 and their 65nm process have proven to be a bust. They are deeply in debt with no hope of competing with Intel on performance or price for the foreseeable future. As they update their own roadmaps, this is becoming clear to all observers, and the stock is behaving accordingly.

To: Petz who wrote (245385)	1/3/2008 3:03:16 PM
From: wbmw	Respond to of 275872

Re: The question about AMD's recent stock price movement is, a) is it because of the shock value of the coming Q4 writedowns OR b) is is because Q4 operating income will be worse than Q3, ($226M) c) because prospects for 2008 and 2009 are looking more dim as bad news from AMD's recent Analysts Day conference is finally being digested by the slow pokes on Wall Street.

To: Petz who wrote (245385)	1/3/2008 5:55:32 PM
From: Ritz	Read Replies (1) \| Respond to of 275872

The question about AMD's recent stock price movement is, a) is it because of the shock value of the coming Q4 writedowns OR b) is is because Q4 operating income will be worse than Q3, ($226M) OR c) Poor Phenom performance, which fails to even meet year old Kentsfield performance OR d) The Barcelona TLB bug, which will prevent any tier-one server vendors from shipping any of them until Q2, a full 6 month delay on top of the 6 month delay that Hector admitted when it released. OR e) Poor Barcelona/Phenom clockspeeds OR f) Poor Barcelona/Phenom power scaling with clockspeed OR g) Exposure of "Asset Lite" as a pure lie OR h) Defection of top executives OR i) Loss of management credibility OR j) Lack of net profits anywhere on the horizon even by AMD's own estimation OR k) Balance sheet woes OR l) Falling market cap making it harder and harder to raise new capital OR m) Crushing debt and debt payments OR n) Microscopic or negative net tangible assets OR o) Empty, unimpressive roadmap OR p) Continued lack of Shanghai samples or any AMD 45nm samples for that matter. OR q) Bulldozer slippage, removal from 2009 roadmaps OR r) Dell and possibly Toshiba "de-emphasizing" AMD OR s) Shuttering of Fab 30, and subsequent loss of high end 90nm products OR t) Prospect of Nehalem devastating Opteron market share. OR u) Prospect of EeePC and Penryn devastating Turion market share OR v) All the other stuff I'm too tired to write out at this point OR W) ALL OF THE ABOVE