Advanced Micro Devices Inc (AMD)

[bobs10]

It's no secret that I've been something less than impressed with AMD's EPS, but at the same time things have never looked better for the company. Anyway, the market seems to be buying the sizzle and hoping there's bacon. One thing is for sure, the comparisons between AMD and INTC revenues should continue the same pattern that has emerged over the last year. INTC certainly isn't the growth company AMD is, nor is there much hope that the situation will change any time soon.

This q should be reasonably good for AMD, but next year should see continued growth at rates better than AMD's competitors or other silicon companies. The point is that AMD isn't going to be doing the boom and busts it used to. Over the long run that will be a lot more impressive. If I owned INTC stock I would be very worried.