amdman

Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II

AMD is redesigning the ATI chips to integrate them into the CPU chip.
Intel is doing the same with its graphic chips.
NVidea has no future and is about to crater, which does not even count that ATI is crushing NVidea, and that NVidea will not have a competitive graphics chip for another year.

Intel, AMD: Still Room to Fall Further?

I did think this was one of the best financial reports on INTC and AMD I have ever read, most try to hide the truth that Intel is spending all its income supporting its stock price, and other white lies and misinformation.
Sorry to nit pick.
Also AMDs market cap is less than 3% of Intels, while having ~15% revenue share and ~24% unit share.

Intel, AMD: Still Room to Fall Further?

You got the revenue estimate wrong, and failed to point out the high short interest in AMD, and that you cannot go short below $5. These shorts will need to buy when AMD rises again, volitile swing up AMD will have one day soon.
"Revenue from continuing operations rose to $1.78 billion. After excluding license sales, revenue was $1.585 billion, ahead of the average analysts' estimate of $1.48 billion, according to Reuters Estimates."