Replies to post #7243 on Advanced Micro Devices Inc (AMD)

[SemiconEng]

OT: Otherwise I'm going really mad.....

Ummmmm..... Naaaawwww, some jokes are tooooooo easy.

:-)

Semi

[wbmw]

YB, Re: If they don't blame asia and sars wery well this time, then AMD is lieing.

Don't be naive. This would not be the first time that AMD has "stretched the truth" about earnings. Ok, maybe SARS is a little bit responsible, but if it was the only thing, then AMD would have known about it a couple months ago, not now that the disease has practically disappeared.

Rather, I think AMD has run out of gas with Athlon XP, and Opteron is not where it's supposed to be in terms of a ramp. I believe that Intel is taking more market share with products that are simply better at this point in time. Intel has not warned, nor have they ever warned this close to earnings. They are very conservative, and I think they've met their guidance, which will make AMD look pretty pathetic.

Now, here's another prediction: watch for multiple press releases from AMD saying how they've gained market share in particular segments, and ones that list their design wins and make it seem like everything is hunky-dory. That's what happens every time AMD is down. The question is, will the same people buy the same spin again?

[Elmer Phud]

YB -

I'd like to check how Nokia and Motorola are doing. If they don't blame asia and sars wery well this time, then AMD is lieing.

I had hoped that with Jerry out of the picture AMD would adopt a new set of ethics. However you have to take their overall picture into consideration. They desperately need to appear viable in order to have any hopes of establishing Hammer. I can't blame them for waiting for the last minute to announce.

Once again the buyout speculation seems appropriate. Again I must say that whoever hopes to sell Hammer will need IBM process technology. IBM won't give it away for free.

[belgiangenius]

That's what AMD specializes in - lying to its shareholders.
Where have you been?

[Tenchu]

YB, If they don't blame asia and sars wery well this time, then AMD is lieing.

It isn't enough that Intel guided toward the midpoint of its Q2 forecast?

Tenchu