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Technology Stocks : Dell Technologies Inc.
DELL 134.22-1.3%3:24 PM EST

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To: kemble s. matter who wrote (173663)12/15/2003 2:07:33 PM
From: SecularBull   of 176387
 
Advanced Micro could have 64-bit mkt to itself next year - AmTech (AMD) 15.30 +0.03: American Technology Research believes it is likely that INTC will soon unveil a 64-bit x86 chip in Q1 or Q2 of 2004, which would be a huge endorsement of 64-bit computing; however, firm says it will take Intel close to one full year to build a support infrastructure of motherboards, chipsets, and graphics accelerators, leaving the 2004 playing field wide open for AMD; firm says this would materially boost AMD's ASPs and margins, and "pop" earnings such that AMD could earn better than $1.00, or possibly $2.00 in 2004 (firm's est is $1.20, consensus is $0.26), which could propel the stock to $25.

source: yahoo finance, briefing.com
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