Advanced Micro Devices Inc (AMD)

[bobs10]

Don't worry I'm pretty much in the here and now. At least that's what I keep telling myself. Hope it's not my evil twin talking.

As far as digging myself in too deeply, how deep a pit are you thinking about? I'm probably way past what you would consider unsafe. Actually, at this point I'm thinking about digging a little deeper. If it just wasn't for those pesky macro economic thingys.

I do appreciate the concern for my economic well being you express though. It's probably a little misplaced, but it's the thought that counts.

I'm thinking that AMD will be about 1 quarter late with the $.20 I expected last quarter. The low-end price cuts last quarter really messed up my expectations. This quarter even with the lowering of A64 ASPs AMD should be able to make it up on seasonal volume and then some. However, I could easily make a case for a much better quarter if things fall into place. On the other hand...

What I'm really hoping for is that all the 90nm stuff started last quarter will be in addition to the usual volume plus the new Sempron stuff. Of course that means AMD would have had to of known about increasing demand, something they were very reticent to talk about in the CC. So who knows? Still $.20 seems conservative and relatively doable.