Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.96

+0.1%

3:59 PM EST

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To: dhellman who wrote (164325)	7/10/2005 8:52:35 AM
From: niceguy767	Read Replies (1) of 275872

"Considered the third-largest PC maker, behind Dell and Hewlett-Packard, Lenovo is expected to buy more than $4.3 billion worth of chips in 2005 pushing it into ninth place on the world's largest buyers of semiconductors, according to market research firm iSuppli. Last year, Lenovo bought $1 billion in chips, securing it the 36th spot on the list." Just noticed that Lenovo will purchase $3.3B more computers in 2005 than in 2004. Heck, Lenovo's growth rate looks like it'll be up there with AMD's. ;-) Kidding aside, be kinda nice if AMD can capture more than 15% of Lenovo's growth...say about 50%? Again, there should be some hint in Q2's CPG no's.

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