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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Rink who wrote (184292)1/19/2006 8:46:05 AM
From: NicoVRead Replies (2) | Respond to of 275872
 
AMD licenses Innovative Silicon's SOI memory

eetimes.com

Probably means big L3 caches in the near future.



To: Rink who wrote (184292)1/19/2006 9:20:19 AM
From: CraveyRespond to of 275872
 
That looks about right to me. Lots of room for AMD to continue to improve and still a huge gap for Intel to defend.

AMD has blown out their own guidance the past few quarters, what if the same happens again in Q1? ASPs will continue to get better as their mix approaches Intel's makeup. I have a few April calls, so am hoping for the best.

Cravey.


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