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Tiger64

07/14/04 7:11 PM

#39893 RE: wbmw #39891

what projections are you talking about for share value for AMD maybe $20 by end of year...it doesn't sound like they can make very many a64's...I think they can only make good money if they can sell 500,000 opterons at nice premiums...I think this is their strategy for revenue enhancement...otherwise AMD is really a late 05 company when their manufacturing capacity starts to kick in...currently AMD cannot compete in the volume segment of the market...:>(
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Not a Short

07/14/04 9:51 PM

#39924 RE: wbmw #39891

I agree not much has changed. I think this stock should be playing in the 15-30 range but you can see by my Q2 estimate in the EPS contest that I wasn't expecting too much to happen short term. I've watched this stock too long to go around holding my breath. I still think it'll break 20 no sweat, I'm just resigned to waiting it out instead of staying up late worrying about it.