I think the non-recognition of AMD by the markets has more to do with the patina on the golden goose than anything else. AMD has too much baggage attached to it, including what you’re talking about, for the market to embrace AMD without hard evidence.
What I'm saying is that the evidence should start to appear this quarter, and be full blown by the end of the year. That evidence will in turn immunize AMD from whatever turn the cycle takes. A hard cycle turn might slow down AMDs growth, but not stop it for at least the next year and a half or so.
I admit to being an AMD optimist, but I also believe that optimism is firmly rooted in reality. I could never own a stock that I didn't believe in, unlike some of the posters on this board claim to own AMD. Personally, I don't see how any one could, it's kind of like lying to yourself and I don't do that very well.
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