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

To: j3pflynn who wrote (197248)5/17/2006 8:00:14 AM
From: Sarmad Y. HermizRespond to of 275872
 
Intel will have to dump a lot of low end chips at clearance prices. Which will impact AMD low end. There is a natural opportunity for AMD if they can shift production to opterons and reduce semprons. If AMD can make the supply, they'll have a good shot at increasing server share during q2 and q3. But I don't know how feasible it is to shift the mix.


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