Advanced Micro Devices Inc (AMD)

[wbmw]

Re: it is not speculation, but fundamentals. Win x64, dual core Opteron, Turion, all have the potential to substantially boost CPG earnings, with the first effects (from Win x64, largely) showing up in Q2 earnings.

I'd rather not argue semantics, but you yourself call it "potential". It is therefore not fundamentals, but rather speculation.