Replies to post #47911 on Advanced Micro Devices Inc (AMD)

[ChrisC_R]

HM, re: "My feeling is AMD is picking up some business wins, which might help Q1 and Q2."

Agree, and a shortage of the most popular Intel chips will help:

"HP confirms Intel CPU-shortage news
HP stated Intel executives had informed it about the CPU shortage and that it is a global issue. HP also stated that it was told that a severe shortage could occur in 1Q05. [Commercial Times, Nov 23]"

http://www.digitimes.com/news/a20041123PR207.html

[neye_eve]

AMD and business wins.

other than that one nForce model from HPQ which has been around forever, are there other Tier1 US business desktops? Any business laptops?

neye

[Tiger64]

It's hard to say because I think were going to get a mixed bag when earnings come out...flash will probably be flat or down for next two quarters...but the processor side and additional Tier 1 additions with the possibility of IBM jumping in for the second half of 05' might make this stock take off...short term I'm skittiesh because some of the insiders are exercising options and then selling those shares...if one is to hold this stock right now I would protect on the downside around earnings just in case...