Advanced Micro Devices Inc (AMD)

[conductor]

The 4 points in the last post were the ones that would be interesting to me to hear your thoughts on. I will list them here again:

- A broad numerical range != precision
- Your snide implication that not providing more precision than is possible means guidance is a "wish" is just FUD
- AMD was specific about what they meant by CPG Q4 seasonality, in contrast to your claim
- The analysts you cite in that one reuters report have either a poor recent track record with AMD, or a clear bias toward Intel, calling into question their spin regarding AMD's Q4 guidance.


I would say that (1) is obviously true, (2) seems a bit personal. did you really say that you think AMD's guidance is a "wish"? That would be unfair, to my thinking.

How about (3) and (4)? Those seem to be things that are straightforward to confirm or rebut.

Yuri/conductor