Wednesday, August 11, 2004 11:23:58 AM
Looks like most of the "shock" selling is nearing completion. It's getting noticeably harder to find sellers at sub $11 prices. It does look like we're going to get a very down day on large volume though.
CSCO and NSM certainly gave the techs a kick in the balls. In viewing AMD, as an investment, the value of AMD has always been based on AMD's ability to take market share from INTC and on AMD's margins. Even in a down market there will be some stocks that go up. Any stock exceeding market expectations, in such a situation, usually does very well because investors are very hungry for any stock going contrary to the mob.
As AMD investors you have to ask yourself whether you think AMD is taking market share from INTC and what the margins will be. The analysts consensus currently is for AMD to earn $.14 in q3. If AMD is able to earn $.20 that should be good for a nice boost from where we are.
There's a wealth of information available on this board and others concerning AMD. It's just up to the investor to digest that information correctly. AMD is, and will remain, volatile but don’t lose sight of the fundamentals. Despite what it may seem, the world is not ending, at least not today.
CSCO and NSM certainly gave the techs a kick in the balls. In viewing AMD, as an investment, the value of AMD has always been based on AMD's ability to take market share from INTC and on AMD's margins. Even in a down market there will be some stocks that go up. Any stock exceeding market expectations, in such a situation, usually does very well because investors are very hungry for any stock going contrary to the mob.
As AMD investors you have to ask yourself whether you think AMD is taking market share from INTC and what the margins will be. The analysts consensus currently is for AMD to earn $.14 in q3. If AMD is able to earn $.20 that should be good for a nice boost from where we are.
There's a wealth of information available on this board and others concerning AMD. It's just up to the investor to digest that information correctly. AMD is, and will remain, volatile but don’t lose sight of the fundamentals. Despite what it may seem, the world is not ending, at least not today.
Recent AMD News
- Semiconductor shares climb in premarket trade as investor confidence improves • IH Market News • 05/26/2026 12:55:28 PM
- Citi Forecasts Massive Expansion in Server CPU Market Through 2030 • UK Market News • 05/23/2026 02:02:13 PM
- Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains Leadership • IH Market News • 05/23/2026 02:01:14 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/22/2026 09:43:20 PM
- AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology (AMD) • IH Market News • 05/21/2026 10:44:03 AM
- AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure • GlobeNewswire Inc. • 05/21/2026 05:35:00 AM
- AMD Announces Production Ramp of Next-Generation AMD EPYC Processor “Venice” on TSMC 2nm Process Technology • GlobeNewswire Inc. • 05/21/2026 05:35:00 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/20/2026 08:53:40 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/19/2026 08:13:08 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 09:05:45 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:57:43 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:55:26 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:54:01 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:52:39 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:50:17 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:49:14 PM
- Form S-8 - Securities to be offered to employees in employee benefit plans • Edgar (US Regulatory) • 05/15/2026 08:39:40 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/15/2026 08:12:53 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/15/2026 08:07:05 PM
- AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD) • IH Market News • 05/14/2026 10:30:40 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/13/2026 08:42:35 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/13/2026 08:24:34 PM
- Form 13F-HR - Quarterly report filed by institutional managers, Holdings • Edgar (US Regulatory) • 05/12/2026 09:00:25 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/12/2026 08:03:56 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/08/2026 08:05:43 PM
