Advanced Micro Devices Inc (AMD)

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Tiger, Re: After the announcements by AMD management my fears have been confirmed

As far as I can see, not much has changed here. Things have gone pretty much within my expectation. The reason why AMD is a worthy investment is that they have actually legitimized themselves in the server space, and when they reach 90nm, they will actually have a decent product that doesn't cost more than their previous generation.

People made way too much of a deal about 64-bits, and they made way, way too much of a deal on NX capability. As I have said, AMD will compete on the merit of their 32-bit performance, at least for right now, and that's still pretty damn good. I don't think AMD and Intel should both decline as stocks in a market that is growing as healthy as it is. I think this drop is temporary, and that anyone selling now will miss out on opportunities later in the year.

JMO.