Replies to post #15454 on Advanced Micro Devices Inc (AMD)

[wbmw]

Petz, Re: how about using seasonality. We are coming up on the best 6 months of the year to hold AMD, historically

When's the best time, historically, to sell AMD?

[Petz]

Corrected link for AMD seaonality: http://insider.thomsonfn.com/tfn/stocks.asp?imodule=seasonality&ticker=AMD

[HailMary]

Stunning! I wish you had pointed this out about 10 years ago! It would have saved me a lot of time and stress over just skimming option premiums. Of course now that you posted this it will likely reverse the trend. :)

HailAMD!

[subzero]

More evidence of Intel's Centrino/Pentium-M not pulling its weight:

October 20, 2003 09:00

Motion Computing Tablet PCs to Help Production of Hit TV Show `According to Jim' Go Paperless; Series Producers and Writers First to Go All Digital


AUSTIN, Texas--(BUSINESS WIRE)--Oct. 20, 2003--Motion Computing today announced an effort to make the hit comedy series "According To Jim" the first paperless, all-digital writing staff in TV history. The milestone initiative will use Motion Computing's wireless-enabled, spiral notebook-sized tablet PCs, the latest in full-function, ultramobile computing that allows pen as well as keyboard input.

The writing staff and producers of "According To Jim" use the Motion M1300 Tablet PCs, which function like digital whiteboards, to script the show's upcoming season. The M1300 was designed around the innovative Microsoft(R) Windows(R) XP Tablet PC Edition operating system and the new Intel(R) Centrino(tm) mobile technology, which provides breakthrough performance and longer battery life.

"Camera, sound and editing technologies have all made great advances in the last few years. Now it's time to bring the writing process into the 21st century," said Jeffrey B. Hodes, co-executive producer of "According to Jim." "Last season, we consumed at least 275,000 sheets of paper. There's just no need for this kind of waste. With the M1300, our staff can write their own notes on a digital version of the script and send files instantly. And at the end of a production day, we no longer have to sit around waiting for copies of the rewritten script. The scripts appear instantly on our tablet PCs, saving not only money but time."

"This is a great example of tablet PC versatility and people using our systems in new ways and places," said David Altounian, Motion's chief product officer.

"According To Jim" writers use M1300s loaded with Microsoft Office Professional Edition 2003 and Microsoft Office OneNote 2003. The Microsoft Windows XP Tablet PC Edition operating system offers the same benefits as Windows XP, and includes utilities such as Microsoft Windows Journal, Tablet PC Input Panel and speech features. Colligo Workgroup Edition software is included to enable writers and producers to instantly and wirelessly network the M1300 Tablet PCs for convenient collaboration and file sharing.

The Intel Centrino mobile technology used in the Motion M1300 features an ultra-low-voltage Pentium M processor, the Intel 855 chipset and the Intel PRO/Wireless 2100 Network Connection for Wi-Fi connectivity in thousands of wireless "hot spots."

In addition to mobility and productivity gains, the collaboration will have environmental benefits. It is estimated that the show's tablet-wielding writing staff will save thousands of sheets of paper per week by using digitizer pens to write on industry-leading 12.1-inch computer displays, which are large enough to allow a full-size page view.

About According to Jim

In its third season, "According To Jim" airs Tuesdays at 9 p.m. (ET/PT) on ABC. Starring Jim Belushi, Courtney Thorne-Smith, Kimberly Williams-Paisley, Larry Joe Campbell, Taylor Attelian and Billy Bruno, the hit series humorously portrays the life of a loving family man who still wrestles with his urge to act like a child...even though he and his wife have three kids of their own to raise! Executive producers are Suzanne Bukinik, Tracy Newman, Jonathan Stark and Marc Gurvitz. Jeffrey B. Hodes, Nastaran Dibai, Bob Nickman and Howard Morris serve as co-executive producers. The show is produced by Touchstone Television, in association with Brad Grey Television.

"According to Jim" has established itself as the No. 1 program Tuesday at 9 p.m., leading second place NBC's "Frasier" by 13% in Adults 18-49 (5.4/14 vs. 4.8/12). In winning its half-hour on its season premiere, "Jim" became the first program in six years to beat a season premiere episode of NBC's "Frasier" -- since ABC's "Home Improvement" did so in September of 1997. So far this season, "According to Jim" has improved the half-hour for ABC by 15% among Adults 18-49 (5.4/14 vs. 4.7/12).

About Motion Computing

Motion Computing -- a tablet PC market leader -- combines world-class innovation and industry experience, enabling people to use computers in new ways and places. Marketed directly through its Web site and an experienced international reseller network, each Motion product is built to customer specifications. The company's award-winning M1200 and M1300 Tablet PCs and accessories are designed for users who need a combination of true mobility, power and versatility. For more information: http://www.motioncomputing.com/.


CONTACT: Motion Computing, Austin
Tricia Traeger, 512-637-1153
[e-mail]
or
Touchstone Television
Nicole Marostica, 818-460-6783
[e-mail]

[yourbankruptcy]

Petz, thanks for numbers.

It's interesting question. Why the stock should reflect the seasonality, when this seasonality is not a surprise for anyone?

Check, we know 100% that this Q403 earnings will be much, much better than Q204 earnings. And Q104 will be more or less in line with Q4. So, we will have a sharp drop in earnings just in 3 months. What the stock should do? In seems stupid, but what can it do? - it will go up and then slide down.

I think January/February will be a good time to write big fat covered calls for July.

[KeithDust2000]

Thx Petz, very interesting! (eom)