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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST
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To: Petz who wrote (203347)6/26/2006 1:42:55 PM
From: MagratheaRead Replies (2) of 275872
 
Certainly by looking at the current stock price (24.70 and falling), the market doesn't believe it.

But there were enough rumors coming from Computex and mobo makers to think something is afoot.

Dell has a problem. They can sell Conroes, Merom and Woodcrests, but they won't be able to get enough of them until December. Dell won't be able to GIVE away Netburst machines in Q3. Core 1 will be entry level at best. So Dell either resigns themselves to a bleak 2006H2, or it gets serious with AMD (for at least a little while).

Yes, I believe the rumor.

-Magrathea
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