Advanced Micro Devices Inc (AMD)

[HailMary]

Most of the people seems to OVERESTIMATE the ramp speed of a
new product design from INTEL - WAY overestimate.

The next amusing thing for me is, that most "AMD'ler" have
FEAR

Buggi- I agree with you that Conroe won't have a financial impact on AMD in 2006. It will ramp pretty slowly.

But it is FEAR that drives the stock price, and that is all I am concerned about.

If Intel regains the performance crown in mobile, desktop, and server, what kind of impact do you think that will have on AMD stock? A big one.

I do think AMD could earn $1.50 or more in 2006. That alone justifies a much higher stock price than today. But if forecasts say AMD is going to have a terrible 2007 because of Intel's return, the stock isn't going to be worth more than it is today.