If you truly get 64-bit capability in the marketplace, then I absolutely believe that AMD's momentum will continue, ... This year, AMD went after sophisticated buyers in the server market. Next year, there's the potential to really go after the consumer market.

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There are no signs it's a demand problem, ... It's a capacity problem, and one that's been visible for three years. It's been clear for three years. That's how long it takes to get these plants built. This has just been a ticking bomb.

182

We continue to believe that growth expectations for the semiconductor industry in general are too high, and multiples in this industry have to come down.

153

There is still substantial upside in AMD's stock.

124

This is a classic response of a company that has seen its industry evolved. You have to be more marketing driven.

103