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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 249.66+7.6%Jan 21 3:59 PM EST

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To: AK2004 who wrote (197630)5/18/2006 5:44:53 PM
From: gzubeckRead Replies (1) of 275872
 
It's a combination of the two...if AMD continues to execute over the next six months and Intel has problems Dell is not going down with the ship trying to sell Hot pentium 4's...I think the Apple deal and the continued loss in sales over the last six months really pissed off Dell management...its simple really; if AMD executes well and Intel doesn't this first shot across the deck could become a hail of bullets by the end of the year...
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