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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.59+1.1%Dec 3 3:59 PM EST

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To: Elmer Phud who wrote (206130)7/21/2006 8:12:05 AM
From: TechieGuy-altRead Replies (1) of 275872
 

Intel pulls in their schedules, AMD pushes their's out.

2 Companies going in different directions.


That's for sure. Is this going to be like the dual core Prescott? I think it sank without a trace. Divers are still looking for it.

And AMD continues to gain server share Q after Q after Q.

26% QoQ from Q1 to Q2 with a comment of "well on our way to reach 30% share by end of year"? Wow!

You may also let IBM and Dell know about all these schedule pullin's. For some reason they are going to expand/intro new Opteron servers. For the mainstream line for IBM and 1st time ever for Dell.

IBM = International Business Machines = #1 server supplier in the world => Huge share gain for AMD in servers once they start to offer "mainstream" servers with Opteron in them.

We are glad that you are making money on AMD, because you must be loosing your shirt on Intel. Yes, 2 companies going in different directions like you said.

TG
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