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To: Mahmoud Mohammed who wrote (263850)	7/9/2010 2:57:21 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

Umm, look. This has degenerated into just politics. Granted, I didn't expect Mahmoud to add anything like heft to the discussion, but... This thread dies now. I let it get this far because it was a valid topic for investors. But that is no longer true.

To: Mahmoud Mohammed who wrote (263850)	7/9/2010 3:33:19 PM
From: Jim McMannis	Respond to of 275872

What happens to cap gains and dividend tax rates?

To: Mahmoud Mohammed who wrote (263850)	7/12/2010 6:36:22 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

High Product Demand Bodes Well for Intel, AMD Earnings Great Earnings Expectations July 7, 2010 By Andy Patrizio PC demand in the second half of the year looks very strong, and coupled with continuing product shortages, it should be a good second quarter and second half of the year for the two dominant CPU vendors, Intel and AMD. Intel (NASDAQ: INTC) is due to report its second-quarter earnings on July 13, while AMD (NYSE: AMD) will follow on July 15. The second calendar quarter has historically been the slowest one for the chipmakers, but this year could be different. In a research note to clients, Gleacher & Co. analyst Doug Freedman concluded from meetings with OEMs and ODMs on a recent trip to Asia that inventories will remain sparse through the back-to-school season as the PC supply chain suggests an ongoing inventory outage that refuses to go away and an inability to materially reduce lead times. He also thinks the industry has set projections too low. "We remain bullish on second-half 2010 PC demand expectations and profit cycle as we feel a low bar has been set across the PC supply chain due to: 1) limited visibility; 2) bullish second-quarter build rates coming in slightly below forecast; and 3) as a result of weakened global financial markets," Freedman wrote. For Intel, he projects earnings per share (EPS) of $0.49, well above the Wall Street consensus of $0.43. The greatly improved net income will be due to Intel selling higher-priced products and keeping average selling prices (ASPs) up. He expects Intel to report sales of $10.4 billion, above the $10.3 billion now on the top end of projections by Wall Street analysts. AMD remains a "best-idea pick," Freedman said, arguing that the Street is severely underestimating how well the company will perform. He expects AMD to report calendar year 2011 EPS of $1.25 to $1.50, compared to analyst projections of $0.86. Gleacher credits this to gains in market share, an impressive lineup of new products and a considerably better capital structure following the financial deconsolidation of Global Foundries. Freedman also sees AMD improving its manufacturing leverage in the near term. hardwarecentral.com