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Message from discussion Excited About AMDs Future
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ideadude  
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 More options Nov 20 2007, 10:31 am
From: ideadude <idead...@gmail.com>
Date: Tue, 20 Nov 2007 07:31:58 -0800 (PST)
Local: Tues, Nov 20 2007 10:31 am
Subject: Excited About AMDs Future
I think it's perfect that the market isn't getting too excited about
AMDs latest offerings. It gives us more time to raise capital and get
into this stock.

For sure, they have their share of struggles (debt!) to overcome over
the next few months, but I think their long term prospects look good.
Here's an excerpt from a Frobes article:

"Intel's latest desktop processors have faster clocks speeds and use
smaller transistors--45 nanometers as opposed to 65 nanometers--that
allow them to do more work with less power, _all else being equal_.
"We think that Intel is consolidating its performance lead in
desktops," Wachovia analyst David Wong wrote in a note to investors
Monday."

!! "All else being equalt." All else is not equal. Sure, Intel can
brute force faster speeds with the working capital that they have, but
AMD is going to finesse it's way into the chip spotlight, just like
they did a few years ago.

The math-focused analysts don't understand the technology enough and
how a chip with less "megahertz" or more "nanometers" can outperform
another processor with better specs on paper. The engineers at AMD are
doing incredible things and we'll just start to see the beginning of
that. I think the graphics+math processors will give them a real leg
up.

Folks are even less loyal to Intel than they were a few years ago.
When AMD has the best processors again, people will buy them, AMD will
be selling out, and the stock will sore. That's my say.


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