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

To: AK2004 who wrote (200193)	6/2/2006 7:40:56 PM
From: AK2004	Respond to of 275872

<pre.Advanced Micro Devices-AMD concerns of overcapacity, could lose 2006-06-02 06:46 (New York) Advanced Micro Devices-AMD concerns of overcapacity, could lose mkt share@JPMS Neutral rated AMD recently held their analyst meeting where management announced their intent to double internal processor capacity from 47M units in 2005 to 90-100M units by 2007, and 180M units by the end of 2009. This is much higher than JPMorgan's assumptions of 40%-50% growth. JPMorgan is concerned at the continued risk of overcapacity and increased expenses. While the firm believes AMD should have an overall edge in servers, they feel Intel (INTC) will have the performance advantage in desktop processors after their Conroe release next month. They feel AMD will lose market share to Intel in the second half of 2006, possibly into the first half of 2007, until new architecture has been released. For the latest breaking news, listen to <a href='http://www.theflyonthewall.com/audio.php' target='new'>Fly Radio</a> ----------------------------------------------------------- Theflyonthewall.com's {TFOW<GO>} Live News Feed contains comprehensive equity news from Wall Street trading desks. TheFly concentrates on breaking trading calls, analyst recommendations, rumors, meetings, syndicate, and more. As a result, TheFly complements general news wires and services. You may be receiving a SMALL portion of our information as part of a promotion, trial or subscription. If you would like a free 30 day trail to our Live News Feed, please contact sales@theflyonthewall.com and provide your UUID number by typing SSID<go>. If you decide to sign up, the cost is $25.00 a month, billed directly to your account. To see all of the Fly's offerings, go to www.theflyonthewall.com In order to entitle TheFLY for News Searches, please do the following from your primary screen: Type: NRC <go> then click on the "SEARCH BY" button, then click on "WIRE NAME." Type: {FLY <GO>} and make sure the box is UNCHECKED in order to enable. For Legal Disclaimer type {TFOW<GO>}. Provider ID: 00627656 -0- Jun/02/2006 10:46 GMT