Stan Ross

AMD: Disappointing Demand Means Lower Stock Price

"Some stocks are always shooting to the moon, and around every corner one of the chosen has fallen from grace." --Mary Buffett

AMD's Reality Check: Time To Tweak The Business Model

AMD is one company everyone thought wasn't going to stick around since the early 90s (when INTC was like the undeniable force, giant, etc.). Not only are they still around, today it has proven able to win battles by beating INTC at its own game.

Remains to be seen if AMD will win the war. If you look at business history, success is never a straight line. This serves as a wake up call to AMD leaders. I'm more than confident they'll come out of this problem alive.. and stronger than many today think possible.

Hardly wishful thinking. AMD can and will do something to get the ship fixed. History proves they know how to do this. So what if Ruiz tossed away the call script and wanted to be "different"? So what if that was a bad move? Or a really bad move? They don't sell his speeches. AMD sells chips that power computers and servers. They get better at that every time.

It is stock market pessimism that throws the most profitable pitches.