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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 258.86+9.0%Nov 12 3:59 PM EST
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To: DRBES who wrote (219324)12/6/2006 6:31:24 PM
From: zxRead Replies (3) of 275872
 
Caris believes Advanced Micro Devices (AMD +.56%) and Micron (MU -.8%) are each poised, in differently competitive but strong unit growth markets, for sharp cost cuts in their respective core businesses in 2007. Firm noted that the new AMD dual core processor introduced today is even smaller than their estimate of 2 weeks ago, by roughly a third; this directly translates into lower cost and greater manufacturing output, hence at stable prices, higher prospective revenues and margins. They think AMD's advantage over INTC (INTC -1.18%) at 65nm, to which AMD fully converts next summer, is greater than expected. Firm notes that MU is shifting production, saying MU has been using older production technology to compete with far deeper pocketed, largely Asian, DRAM rivals with more modern production facilities. Firm thinks this will even out by early-mid 2008, with much of the relative cost disadvantage erased through mid-2007.
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