Advanced Micro Devices Inc (AMD)

[HailMary]

We have a 3 year window of opportunity before Intel can replace Netburst? That sounds too good to be true!

That was also my reaction. I'm sure Intel will limp along with something competitive enough to maintain their margins, but this is still very good news for AMD. Too bad their next fab won't be online for a couple of years. AMD could be demand constrained until then, but that would help ASPs. I suspect we'll see some help from IBM for manufacturing lower end parts.

8 million processors a quarter at $100+ ASP would be fabulous, and that seems to be where AMD is headed. They could make close to a $1 per share per quarter just on processors in this scenario. If flash has a turnaround that coincides, look out!

I may have just convinced myself to hold onto my stock for even longer. My oldest shares are over 2 years old already.