HailMary, we are in the same boat. Please let me know when you sell.
One, if not THE key thing in 2006 for AMD, from a stock price momentum perspective, is to convince the market that despite INTEL taking a technology lead in H2, AMD´s market momentum won´t stall or even reverse. This can only be demonstrated by a constant flow of new design wins (and of course strong results). Getting "new" OEMs on board would be the most convincing way to achieve it, or at least design wins in areas that have so far been virtually INTEL-only (corporate desktops and notebooks).
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On another note, does anyone know why this was in AMD`s earnings PR:
Key global OEMs and partners continued to expand their portfolios of AMD-based solutions for the commercial market. HP introduced the HP dx5150 Business Desktop
Obviously, the desktop has been introduced much earlier, yet it´s somehow listed under Q4´s highlights.
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