Advanced Micro Devices Inc (AMD)

[HailMary]

as usual in the absence of any data

Yes. I see your point. Lots of speculation going on around here, although some of that goes with the territory. Stock investing requires some amount of speculation. If you wait for the data you are usually too late to make a profit from it. In this case I don't think this has any bearing on the stock price, so the argument to me is pointless. We can wait and see how the 8 way performs when one of these small vendors makes one, and if it is very compelling, then we can speculate that other larger server vendors will have to start carrying them and how that will affect the stock price. I already speculated a few months ago that the price/performance offered by Opteron is going to lead to more OEM server wins (which it has). I think the Sun news definitely led to some of the reason runup. I won't be surprised at all if more OEMs line up with Opteron next year.

A little speculation is a good thing, but I see many here taking it too far, and stating things like they are facts in absence of real data.

HailMary