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Re: KeithDust2000 post# 53392

Friday, 03/11/2005 10:57:17 AM

Friday, March 11, 2005 10:57:17 AM

Post# of 97563
Yea, that's sort of my feelings too.

Namely that T&L sales for AMD have only one way to go.

As far as real vs paper release goes we'll have to see, but H1 usually means June, so if we really do see product in a couple of weeks that would mean AMD did bring in the release date. To me it seems likely that once the E0 stepping started working a lot of things started falling into place since AMD's 64bit line is really just one basic design.

Anyway, if you sold last week you should have done well, so far. It looks like the INTC news yesterday hasn't done much of anything for either AMD or INTC. I'm still thinking AMD's price will continue to play May Pole with $17 until options expire.
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