It’s a good update, but it’s not quite enough to satisfy a more optimistic Street.
It’s great revenue growth, but it may not be enough because of increased (investor) expectations.
In our view, these proceedings could drag on for many quarters.
It speaks to some degree of confidence on the company’s part.
I think it’s generally a positive transaction. It’s just a continued refocus of the firm.
Nobody who owns the stock for a long-term investment is going to sell over a $60 million miss
Results look to be strong across the board, whether in servers, notebooks or desktops.
Revenues are likely to be down but that’s just normal seasonality,
It was a solid number, really, across the board and a little revenue upside and strong gross margin.
AMD is doing a lot of things well with 64-bit leadership. But I’m not sure that this is sustainable.
Anybody who was surprised by this hasn’t been paying attention.