Advanced Micro Devices Inc (AMD)

[bobs10]

Well if you look at what AMD has done over the last few quarters, they have consistently beaten estimates that were made based on what management said.

With all the problems INTC has been having, both manufacturing and design, it's hard to see how AMD shouldn't have been able to capitalize on some of them.

As I remember it q1 is usually fairly back ended, thought not as much as q2, so some of the INTC problems may have come to roost in the last 2 weeks of q1.

INTC's reporting on the 13th should give an indication of what we can expect from AMD. If INTC is at the low end of their revised guidance then AMD should have done very well. Even if INTC meets their revised guidance AMD could still have done very well given the stronger than usual q1, but probably not as well as I'm currently thinking.

Longer term I agree that things only look to get better.