Replies to post #53373 on Advanced Micro Devices Inc (AMD)

[DARBES]

Keith you, of all people should know this by now, ANALysts' calls on AMD are more random events than sensible, thought out, logically derrived conclusions.

[Ixse]

(edited) Keith, tx for the info.

I remain mid term rather positive because of dual core Opteron, Turion, 90nm E-stepping, and nVidia SLI. All of these have enabled more design wins, and though 90nm volume is late, both dual core and Turion are on time.

Flash might not be good but the upside potential of cpu's does make up for it quite nicely imo. We're lacking solid information on how AMD can overcome mirrorbit scaling trouble, and higher speed NOR issues. Though I don't like that I still don't think it's going to put AMD in the red this quarter. Next quarter there's much more upside in cpu's, the quarter after that even more. So overall I think the story is quite positive.

I'm cautiously long term positive too, but for other reasons.

Regards,

Rink

[DARBES]

given a million ANALysts typing furiously away at a million word processors for an infinite amount of time....