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Technology Stocks : AMD ATI INTC NVDA Moderated

AMD 256.12

+0.5%

Oct 31 9:30 AM EST

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To: xun who wrote (35)	7/23/2010 4:21:31 PM
From: xun	Read Replies (1) of 95

Interesting day. MSFT signed up ARMH. INTC down. NVDA down. AMD up. Let me guess. People think this deal is negative to INTC (Atom), and negative to NVDA (Tegra). So this means negative negative to AMD? I don't see this deal benifting AMD in any sense. I don't think this deal is negative to INTC in any meaningful way. I do think this deal leave less space for NVDA. I am more interested in the rumor that AAPL might use AMD CPUs in its upcoming iMac series. Ontario in iMac? Mac Mini? MacBook 11"? Any of those can be a killer in its segment. ARMH! Boy, did I miss this one! Oh, well. Next up, S&P 1130.

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