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

To: Magrathea who wrote (199556)	5/31/2006 1:30:55 PM
From: firthoffourth	Read Replies (1) \| Respond to of 275872

He has a buy rating on ATYT, so his opinions should be taken with a salt lick. He was also of the opinion that AMD's 1st Q results would suffer along with Intel's (after Intel warned). Now he is suggesting AMD is losing share, but I didn't see him backing that up with any sources or numbers.

To: Magrathea who wrote (199556)	5/31/2006 2:26:29 PM
From: brushwud	Respond to of 275872

INTC could make a hostile takeover of one of them [GPU vendors] and strand a good portion of AMD production. Why not both? In for a dime, in for a dollar! Intel has been the market leader in the chipset excuse for disappointing processor sales. AMD could follow and try to challenge them, but they'd eventually have to commit to a "business review" and they don't have the anthropologist staff.