Advanced Micro Devices Inc (AMD)

[HailMary]

I expect AMD to be very late to 90nm and their roadmaps are disengenuinious.

Well I expect AMD to be shipping 90nm parts starting in the 2nd quarter for a product launch in early Q3. That is still later than the original schedule. I'm not going to sell now on any fear that they won't meet this expectation. I'll sell when they actually fail to meet it. I don't think it will be too late to sell then. Their 130nm products are performing well against the competition's 90nm parts.

So I have 2 quarters to ride it out...this should also be enough time to see how Prescott shapes up.

I'm not declaring a winner or loser. I just think AMD is a good investment for at least 2 quarters, and possibly much longer.