Re: It's the potential for fundamental improvement in the mid-year timeframe
I have something to say with the potential to fundamentally disagree with this. <ggg>
Kidding aside, you're definitely wrong in your nomenclature. Fundamentals occur if and when the product has a definitive and proven impact on sales, market share, ASPs, etc, which happens no less than a quarter or two after introduction, not immediately after launch. In the time frame of launch, investors may *speculate* that the products will benefit AMD, but there is no certainty involved. Surely you understand that fundamentals and certainty go hand in hand.
Re: saying there is a "cyclical pattern" to the stock price that will recur this year is even more speculative.
AMD's cyclical stock pattern has established itself year after year, and I would consider it a lot more reliable than your speculation that mid-year products that *may* arrive on time, *may* have a positive impact for investors, even before market data proves this.
Market Data 
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AI
