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

To: TGPTNDR who wrote (261928)	10/14/2009 3:40:29 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

I was mighty impressed with the INTC CC last night. Especially the part where INTC said they don't expect to be taking market share any time soon. There really isn't a whole lot left to take. Re: I know it will dip> Everybody doesn't know that. You've been following AMD long enough to know the price pattern here. Runup to earnings. Selloff afterward.

To: TGPTNDR who wrote (261928)	10/14/2009 5:06:45 PM
From: jackthetab	Respond to of 275872

Hey tgp, I still think Intel will settle with Amd for less than a billion, but I am not sure of the damage Intel will endure based upon individual countries going after Intel. Regardless, Intel will survive. As for as the bad quarter figured into the stock price and a dip after earnings. Don't be so sure everything will be hunky dorey. I think the stock will dip 10% over the next 30 days if the news is worse than expected. The street is still cautious and rational. Remember how frustrating it was when AMD would go up after a bad quarter and go down after a good one? Those days are gone for a while. It is what have you done for me lately and prove you can capitalize on the future. If they meet expectations, the stock will bounce around for a while but it has a nice base so there is little downside risk. If the news is good then I think it will result in higher upside than Intel. The higher the price the more scrutiney there will be about their future going forward and I think they don't have much in the pipeline right now except for graphics. I am concerned that even if nvidia falls, how quickly can oems switch over for ati to capitalize. Anyway, if the news is bad, it may be a buying opportunity for some, because ultimately I see it moving upward next year. So long as revenue picks up a bit and break even moves down, everyone will be fine in the next 6 months. To let you know where I am at, I am hoping for more pc sector buying, the fall of nvidia, more evidence that Intel broke the rules and more definition around bulldozer. I am worried about having no new proc line for the next year, process node tech delays, and recovery is composed of risk adverse companies who go Intel only. I am not concerned with Larrabee, nvidia having a strong counter to the HD 58xxx series of chips, netbooks, the switch to gaming consoles or price wars between Intel and AMD.