Advanced Micro Devices Inc (AMD)

[HailMary]

I dunno about the summer being a drag. AMD and OEMs have lots of product news due out in the summer timeframe:

I think all the things you list point to a big pop late in the year and strength in 05. I think we'll get a short run up soon before Q1 earnings and maybe after depending on the results, followed by a period of being flat through Q2 and part of Q3, and then a long run up going all the way to Q4 earnings. My strategy at this point is to just hold. I have accumulated enough.