AMD strictly moderated (AMD)

[chipdesigner]

You already predicted INTC stock would outperform AMD stock in 2006 at the beginning of this year. I told you it would be the other way. What's the matter, you need another chance already?

I guess Mossesman and I share something similar in our outlook for AMD.

Yes, extreme bias.

I am growing more bearish by the day.

That means AMD prospects are growing more bullish by the day.

and just about everything is priced into the stock,

It is? Wall Street is confident they'll earn $2/sh in 2006? Really?

even a design win from Dell, no less.

No. A Dell announcement will be good for +$10 within a week of announcement.

Will AMD blow past Q1 forecasts?

Probably. They did in Q3 and Q4.

And what's left after that?

Continued increases in capacity, gains in market share, and gains in earnings should do nicely.

If there was ever a good time for someone to update their investments, it would be right now.

Says you. And like Hans, your investment advice has been TERRIBLE so far.