tag:blogger.com,1999:blog-2602471396566186819.post6499116478353131820..comments2023-10-26T15:06:30.940+00:00Comments on AIMeD Corporation: AMD "Short-Term' Upgrade - Buy Today, Sell TomorrowRoborat, Ph.Dhttp://www.blogger.com/profile/04845879517177508741noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2602471396566186819.post-78401059267271654692007-06-22T08:05:00.000+00:002007-06-22T08:05:00.000+00:00Well if you have the stomach and know what you are...Well if you have the stomach and know what you are doing you can make some money.<BR/><BR/>AMD's short float is over 13%, with a >50% increase in the shares that are short on AMD over the last month alone. So things can easily be manipulated to either break the shorts or make sure the shorts don't get broken - I would stay well away from AMD in either position as you can see a huge swing in either direction (or used covered options to minimize potential damage). <BR/><BR/>At this point it seems like the stock price will be driven more on short term market play attempts as opposed to fundamental health (or sickness) of the company.<BR/><BR/>The INQ also reported Q4 channel stuffing (remember Ruiz's 30% at all cost to break the monopoly) - it does explain the precipitous drop in Q1 (coincidentally after AMD secured financing) - this means some rebound likely in Q2, but more red ink.<BR/><BR/>As for Barcelona it won't matter from either production or revenue perspective in 2007 even if AMD hits schedule without delay. Mobile growth (or lack thereof) will likely determine if AMD returns to profitability in either Q3 or Q4. Pbviously 2008 will be driven by K10 sucess/failure vs Penryn.<BR/><BR/>AMD's fat server margin days are over with exception of the small market 4P+ areas and desktop pricing on K8 ain't gonna be pretty in H2'08. If Intel will soon be pricing dual core 6750's at ~$185 (and 6650's at ~$165) what is that going to do to the top end Athlon 6000? Remember what the top end FX price used to be in the good old days? It's going to put AMD SKU's in such a tight range you have to start wondering whether it is worth it to have that many separate SKU's - it's like McDonald's having 7 different sizes of fries...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2602471396566186819.post-47244914050012292882007-06-21T23:32:00.000+00:002007-06-21T23:32:00.000+00:00Could be, however, there is more to this than meet...Could be, however, there is more to this than meets the eye. Perhaps someone, somewhere knows about an equity buyout or a fab sellout. In either case, AMD's numbers don't support a $1.08 uptick. Sounds like the crowds are running right to the edge of the cliff.<BR/><BR/>SPARKSAnonymousnoreply@blogger.com