50% by 2015 ?

Acts like a bad link to me.

Not exactly news, the question is in how many digits appear prior to the decimal point.

I believe that the pure distillation of what he did is that he exercised options while selling shares and actually increase his share physical holdings from about 9,000 shares to about 11,000 shares.

What does Rollins know anyway ? I do not think that it will be that much longer.

Not a positive if you are Jewish.

You are looking much to closely...look from afar...it is all over it.

There have been some blocks on upticks this AM .

HEY...I am all for affirmative action employment of the intellectually challenged. If this fella could not get gainful employment at Morningstar he might be getting into some real trouble elsewhere.

IMO they are both right ! AMD needs new markets and it needs 90nm quick !
These are not exactly mutually exclusive goals, you know.

(EDIT2) To paraphrase a number of extremely savvy people that I have heard over the years: DO NOT LISTEN TO WHAT THEY ARE SAYING...WATCH WHAT THEY ARE DOING !!!!
THANKS FOR THE STRAIGHT LINE ANYHOOO
There are many other explanations...like this SCHMUCK is from pre Wayne days.

Keith is really not all that dense...maybe he was deliberately feeding the two of us "straight lines" :)

Gateway is now putting its full brand identification behind AMD, something that it deliberately moved away from under ted wait(ed too long). This is a gratuitous slap against intel, unless further such steps are coming. Gateway may now be moving decisively into the AMD stable.

Much ado about nothing? Definitely not how I read it. BUT, what is surprising about that ?

EM BARE ASSingly Extraordinarily egregiously sloppy arithmetic. I really meant 12,700% . In the best case AMD can double seven times in about ten years or so. That is what straight lines on semi log paper can result in. I am not saying that AMD will do this, but if craig and co. contintinue to cooperate the way that they have recently....

After I sell my shares at, at least a 127,900% profit, I will join you in cheering for that emaciated and beat to sh*t gorilla .

New Senior debt gets in line behind OLD Senior debt. Last in line has a lower ranking than earlier in line debt.

...The planning team will be headed by Pat Gelsinger, the platform team by Paul Otellini, and Barrett will head up the team making decisions....
Good grief, are not these guys the same team who just....

(edit) Thank you. Here is a paragraph on the IAPX432, the CPU that I was trying to recall along with a link to a less fuzzy history account:

...Intel was still hard at work on the (ill-fated) iAPX432 project, but a funny thing happened - IBM PCs started selling far better than anyone had ever dreamed. As the popularity of the IBM PCs increased (and as people began "cloning" the PC), lots of software developers began writing software for the 8088 (and 8086) CPU, mostly in assembly language. In the meantime, Intel was pushing their iAPX432 with the Ada programming language (which was supposed to be the next big thing after Pascal, a popular language at the time). Unfortunately for Intel, no one was interested in the '432. Their PC software, written mostly in assembly language wouldn't run on the '432 and the '432 was notoriously slow. It took a while, but the iAPX432 project eventually died off completely and remains a black spot on Intel's record to this day....
http://webster.cs.ucr.edu/AoA/Windows/HTML/CPUArchitecture.html

intel seems to never learn this lesson. The merced, it can be argued, was a far better attempt. Had it been worse, it would have died much sooner. Too bad it was not only slightly better :)

AMD has the potential in a few years to earn more than its total current indebtedness in less than a year.

I may be wrong but, and that article does not specify it, but that processor was the revolutionary 32 bit (X86 was still 16 bit then) IAPX32. It sucked, that was the main problem.

Actually I am not kidding. I expect AMD has the potential to double perhaps seven times in the next ten years or so. Things could change a great deal before that can happen; but, the potential to go up over a hundred fold is very interesting to me. Were it to go to fifty or a hundred I might sell or I might not. It all depends on how it looks to me at the time.

no matter WHAT the cost
intel blew it by forgetting the lesson that they, intel, taught the world. When intel came out with X86 over two decades ago it did not have the best microprocessor by a long shot. Motorola's, for example was far better. IBM, according to the folklore, embraced it because it was not good and probably could not pose a threat to it...HA HA. But intel got it out early and the installed base of software made it the dominent CPU. When intel thought that it could drive the industry to a non compatible architecture, it forgot the lesson that it had taught the industry so well years ago.

I apologize if I have oversimplified or mangled history. That is how I recall it, however.

YUP, I thought so. It certainly is hard to follow someone closely if you have to watch them in your rear view mirror all the time.

SEE ! IT was not through it.

In a more sophisticated model, why not the weighted average of more than one strike price ?

Thanks for that "max pain" reading. I was wondering about it. It does help to explain the pull on AMD common.

It is not through until it is through and it is not through...yet.

What I am really worried about is all of that overhanging supply around $50/share. It really scares me.

There really is not a great deal of selling pressure here.

Really...if IBM copies what AMD has exactly.

But AMD's (and IBM's) will probably work right out of the chute.

AHA...finally something we can agree on.

AMD/intc=0.675 and counting. WATCH AMD EAT intel's LUNCH.

I suspect that the 4Q earnings cannot be contained within in your model, they will be just too robust. This will probably will also apply to Q1 2005 earnings as well.

(edit)Good that you have figured that out...that longer term thingee...AMD common will probably double every year for about seven of the next ten years. Which years those will be is much too hard for me to finger out. BUT, hey a factor of 128 (12,700%) over ten years ain't all that bad. Being patient may have its rewards.
BTW, that popcorn line is mine...and I keep it warm at all times.

Is it, by any reasonable measure, any worse than intel's has proven to be recently? I guess that we probably have to wait for late Tuesday on this one.

AND came right down :(

AMD just popped AH

My problem is in finding what is obvious and in front of me. Obscurities that have to be dug out...those are easy for me.