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Strategies & Market Trends : Befriend the Trend Trading

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Nov 26 4:00 PM EST

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From: Dr. Stoxx	11/16/2006 8:05:52 AM
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07:41 AMD Sources in passive component industry say AMD-based Apple notebook in the works - Digitimes (21.71 ) Digitimes reports Taiwan passive component makers are witnessing an aggressive increase in orders for high-capacitance multi-layer ceramic capacitors, with most of the MLCCs having a capacitance of 22µF, and being for use in an AMD-based Apple (AAPL) notebook, sources at the makers noted. AMD Taiwan declined to comment on the report. Speculation that AMD and Apple will team up has been fueled by statements made by AMD CEO Hector Ruiz in September, when he noted that the two companies will eventually do business with each other. The merger between AMD and ATI also helped make the speculation more convincing, as ATI delivers graphics solutions that are specialized for Apple G5 PCs. However, some motherboard makers are doubtful about any AMD and Apple partnership, with the makers noting the performance advantage Intel currently enjoys over AMD, especially for the Core 2 Duo processor compared with AMD's present CPU lineup. AMD is also considered to have insufficient capacity, the makers added.

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