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Technology Stocks : Dell Technologies Inc.

DELL 126.41

+2.8%

Dec 19 3:59 PM EST

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To: TigerPaw who wrote (175492)	4/12/2006 2:20:33 PM
From: stockman_scott	of 176387

07:56 AMD Advanced Micro: JP Morgan previews 1Q06, expects more share gains (34.35 ) JP Morgan expects AMD to meet their recently raised revenue and EPS estimates due primarily to continued share gains in PC processors. They note their 1Q06 revenue and EPS estimates of $1.4 bln (up 7% QoQ, excluding flash memory) and $0.34 (excluding options expense) are above consensus of $1.3 bln and $0.30, respectively. They believe the processor upside was driven by share gains in both the desktop and server processor segments (combined roughly 84% of 4Q05 revenue, excluding flash memory), especially at HPQ, due to the superior price/performance of AMD's Athlon 64 and Opteron product families. They believe AMD will guide for a normal, seasonal "increase" in its processor business in 2Q06 due to share gains. Their checks indicate INTC should increase pricing pressure in Q2, and they remain concerned on the risk of excess processor capacity and a price war in 2H06 or 1H07, which could result in pricing pressure, lower gross margins and/or loss of share for AMD.

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