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 Technology Stocks : Advanced Micro Devices - Moderated (AMD)


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To: rudedog who wrote (259452)4/5/2009 5:09:10 PM
From: Mahmoud Mohammed of 272559
 
rudedog,

Re: "Interestingly, the stock has gone up in the face of the foundry split and the
Nehalem launch ... Any thoughts on an appropriate strategy for this position?"

Be careful ... AMD quarterly teleconference on April 21st.

1) AMD market share peaked in summer 2006
2) No real answer from AMD on INTC Nehalem
3) AMD Quarterly losses for next couple years
4) Foundry split will cause AMD to fall further behind

Mahmoud
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