Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.70

-2.5%

Jan 8 3:59 PM EST

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To: DRBES who wrote (210713)	9/12/2006 11:26:52 AM
From: romus	Read Replies (2) of 275872

he must be catching up on his reading the posts on this thread...i calculate that he has just reach early August...well ahead of most ANALysts on the street Just early Aug? He must be throttling like cpu ;) ---------------------------------------------------------- The article dated Sep 07/06: According to Wall Street firm Lehman Brothers, Intel’s related ATI chipset business was worth $80 million to $100 million per quarter. However, Lehman’s managing director and global sector head of technology equity research, Tim Luke, sees a bright side to ATI’s downward revenues. “While this could be seen as a negative catalyst for AMD’s stock in today’s trading, we believe AMD’s core business remains on track and we are encouraged by the company’s recent traction in the OEM channel,” Luke said in a research note before the opening of trading today. “We believe potential upside exists to the extent that AMD can further penetrate Dell beyond the previously announced consumer desktop and 2-way/4-way server business. In addition, as we have previewed, we believe AMD is in discussions with Toshiba regarding incremental notebook business, which could potentially impact our AMD unit share assumptions should a deal close before year-end. “We view weakness in the stock today, resulting from ATI’s negative pre-announcement, as possible opportunity given AMD’s recent share gains and potential for incremental contract wins beyond what has previously been disclosed,” he concluded. edn.com Sorry if already posted.

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