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


To: mas_ who wrote (248992)3/19/2008 7:13:52 PM
From: graphicsguruRespond to of 275872
 
it's a wonder cuts haven't taken place earlier.

I couldn't agree more. How is it that Intel made massive
cuts, but AMD did not?

Answer: AMD's unrealistic optimism about the future.

Same as the answer to this question: "Why did AMD pay
$5.8 billion for ATI?"

This is a strategic move not one based on any quarter.

Then why did they pick this moment to do it, and not
telegraph the move earlier? Like Intel did . . . .

Most likely because things deteriorated vs. what they
expected . . . because of AMD's unrealistic optimism
about the future



To: mas_ who wrote (248992)3/19/2008 7:18:45 PM
From: Elmer PhudRespond to of 275872
 
This is a strategic move not one based on any quarter.

May I ask how you know this?



To: mas_ who wrote (248992)3/19/2008 7:19:19 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
This is a strategic move not one based on any quarter.

ROFL!!!



To: mas_ who wrote (248992)3/19/2008 8:29:34 PM
From: RitzRespond to of 275872
 
A legendary post Mas. It's not a retreat, it's a strategic withdrawal!

How about this for content, AMD's 2p and (thanks to the EeePC) notebook share are in freefall which combined with AMD's heavy dependance on the weakening US consumer market is going to result in an ugly ugly quarter. When Charlie bears bad news about AMD instead of the usual hype, it's likely to be bad news indeed.