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Technology Stocks
Advanced Micro vs Intel (AMD / INTC)

An SI Board Since March 2007

Posts	SubjectMarks	Bans	Symbol
2596	38	0	^SOX

Emcee: rupert1	Type: Moderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
2546	Big losses projected at struggling AMD ---------------------------------------	Elmer Phud	-	1/10/2008
2545	<i>It was my understanding that the Fab would be converted to 300mm increm	Elmer Phud	-	1/10/2008
2544	<i>It will be 2009 before the other fab is converted.</i> It was my	inex	-	1/10/2008
2543	<i>Now, with products which don't compete directly with Intel, AMD can	chipguy	-	1/10/2008
2542	<i>Just because AMD is not in a position to compete in the high end has no	Elmer Phud	-	1/10/2008
2541	<i>They can't make money with an underperforming higher cost product i	inex	-	1/10/2008
2540	<i>And I'm under the impression that this segment accounts for the maj	Elmer Phud	-	1/9/2008
2539	Ephud, <i>The chipsets and graphics come from foundries which have to mak	inex	-	1/9/2008
2538	"It seems as though the same type of irrational selling that occurred in 20	Jim McMannis	-	1/9/2008
2537	Scott - I disagree with your analysis. AMD only has 65nm capacity. They aren	Elmer Phud	-	1/9/2008
2536	CJ, It seems as though the same type of irrational selling that occurred in 200	inex	-	1/9/2008
2535	Another slip for Barfelona? <i>Translation: It was known already that th	Elmer Phud	-	1/9/2008
2534	Is AMD admitting to another slip in their 45nm process? <i>He also said t	Elmer Phud	-	1/9/2008
2533	"It would be naive to believe that a company the size of AMD could digest a	combjelly	-	1/8/2008
2532	Tim, <i>but AMD does have higher costs and debt than in the past.</i&g	inex	-	1/8/2008
2531	<i>I hope that was speculative money you used.</i> Thanks, Ephud...	inex	-	1/8/2008
2530	I don't think AMD is going under either, and you accurately point out a bu	TimF	-	1/8/2008
2529	Well Scott you've been a good sport and I wish you luck. I hope that was spe	Elmer Phud	-	1/8/2008
2528	Again, Ephud, AMD taking on debt is old news... been doing that since the begi	inex	-	1/8/2008
2527	<i>AMD over its entire lifetime hasn't made a single net dollar.</i	Elmer Phud	-	1/8/2008
2526	<i>However, many times in AMD's past they have been in much worse a po	chipguy	-	1/8/2008
2525	Take a look at AMD's debt load for starters.	Elmer Phud	-	1/8/2008
2524	Chipguy, I am willing to admit that a technical person is capable of drawing th	inex	-	1/8/2008
2523	LOL. Let me know when Cherry Sanders is buying. Getting down to his range. I'	Jim McMannis	-	1/8/2008
2522	You still long AMD?	Elmer Phud	-	1/8/2008

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