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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.00-2.0%Jan 7 3:59 PM EST
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To: storm05 who wrote (155331)4/8/2005 9:42:54 AM
From: RobohogsRead Replies (1) of 275872
 
EDITED

It did come from FBR and have not seen same thing from bigger shops.

In fact, Mosesmann at Moors and Cabot and who has sell rating on AMD, raised estimates in late March on back of strong Opteron uptake. Based on his Taiwan trip. They have processors at $750 MM, up QoQ. (this is up from previous 690 estimate)

Jon
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