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Technology Stocks : Intel Corporation (INTC)
INTC 39.36-0.1%Jan 5 3:59 PM EST

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From: The Duke of URL©11/8/2005 12:26:18 PM
   of 186894
 
I guess you're right:

AMD Seen With 'Superior Earnings Potential' To Intel
Peter Kang, 11.01.05, 11:56 AM ET

Advanced Micro Devices

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Caris & Co. maintained a "buy" rating on Advanced Micro Devices (nyse: AMD - news - people ) and said the semiconductor firm possesses "superior earnings potential" compared to larger rival Intel (nasdaq: INTC - news - people ) in 2006 and 2007.

Analyst Rick Whittington said despite improvements made by Intel after a "multi-year near-stagnation," the chip giant remains well behind AMD on a number of metrics, including architectural and manufacturing, and looks to stay that way until the end of 2007.

"In our view, regardless of market conditions (which we continue to assess favorably), AMD will be able to sell out its production the next two years because not until 2008 can Intel hope to restore equivalence, much less superiority, over AMD," he said.
"Whether other sector participants fare well remains an open question but our AMD call remains that of effective duopoly replacing monopoly, with AMD the new big winner."
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