Advanced Micro Devices Inc (AMD)

[Maui]

sgolds,

I also got the same impression from the CC that the growth to profitibility will come from participating in all markets (and hence entering new markets, where they dont participate now). If true, their tone of "Opteron will change the world" (though they didn't say that today) is not expected to translate into any meaningful ASP and marketshare growth for them for years.
Except that AMD is at a rock bottom price, things dont look good for AMD shareholders, IMHO.

Again, thanks for the great CC notes.

Maui.