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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.66-0.2%3:04 PM EST

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To: aleph0 who wrote (177005)11/8/2005 4:06:54 AM
From: RinkRead Replies (4) of 275872
 
Also from that WSJ article:

...Mr. Sargent predicted that Intel and its customers will come back "very, very strongly" this month.

Current Analysis gathers data from five major store chains, which it estimates account for 60% to 70% of U.S. retail computer sales. The figures don't include Wal-Mart Stores Inc., but the big U.S. retailer is a heavy user of AMD-based computers, said Sam Bhavnani, a Current Analysis analyst. Wal-Mart could add further demand by releasing rumored $398 laptop and desktop systems based on AMD technology the day after Thanksgiving, Mr. Bhavnani said. A Wal-Mart spokesman declined to comment. ...

"Come back very very strongly this month" - Based on what?

Regards,

Rink
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