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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: sixty2nds who wrote (31678)7/21/2006 8:07:09 AM
From: sixty2nds  Respond to of 95834
 
07:48 IBM IBM, AMD to deepen Opteron ties - CNet (75.48 ) *****

IBM and Advanced Micro Devices are expected to announce an alliance that will lead to mainstream IBM servers based on the Opteron processor, CNET News.com has learned. It's a further boost to chipmaker AMD and a new blow to rival Intel's (INTC) server business. The cos are expected to tout the partnership Aug. 1 at a New York event featuring Hector Ruiz, AMD's chief executive, and Susan Whitney, head of IBM's x86 server group, sources familiar with the event said. IBM and AMD are already partners. In addition, the two cos share chip-manufacturing technology. While rivals Hewlett-Packard (HPQ) and Sun Microsystems (SUNW) have given Opteron first-class-citizen status, and even longtime holdout Dell (DELL) has announced Opteron server plans, IBM's Opteron servers were geared for high-performance computing rather than for the mainstream business mkt.



To: sixty2nds who wrote (31678)7/21/2006 8:50:55 AM
From: Gottfried  Read Replies (1) | Respond to of 95834
 
hi sixty, thanks for your posts!
This is as good a reason as any for a downgrade: >Merriman downgrades KLA_Tencor (KLAC 39.93) to Neutral from Buy as the sentiment around the equipment group continues to plummet<

To return the favor I'm downgrading Merriman as I just don't feel good about them :)