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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST
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To: Lizzie Tudor who wrote (184355)5/31/2006 9:05:20 AM
From: matt dillabough  Read Replies (1) of 186894
 
ATYT ATI Tech follow up - RBC (15.15 ) -Update-

As mentioned at 8:13 this morning, RBC believes that through recent checks in the PC-food chain the marriage between AMD and ATYT is likely. Firm says the synergies of this seems consistent with the recent announcements by AMD to significantly increase capacity over the next few-years. This tie-up might make sense for AMD at this juncture but firm doesn't think Intel (INTC) should pursue tying-up with graphics companies and should instead look at the communications-space. However, this AMD-ATYT tie-up would obviously be a clear-positive for the graphics space. Firm believes ATYT is a rare-buy in the semiconductor space right now given the near-term tie-up dynamics.
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