Advanced Micro Devices Inc (AMD)

[bobs10]

I don't think AMD is quite as constrained as some think, and in another month or so 90nm processors will start appearing which should help a lot.

Anyway, given Bob Rivets comments about taking market share along with all the product and sale wins we've been hearing about for the last 6 months, it's almost inconceivable that AMD could have anything but a great q2.

Combine this with a rather subdued performance projected by INTC in what almost everyone has been saying is a boom quarter for processors and it doesn't take too much in the way of math skills to see where things must be going for AMD.

And that's not even taking into consideration flash which probably is going to do better than CPG. God I love it when a plan comes together.

The shorts are dead meat; they just don't realize it yet. The buzzards are circling.