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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (1454)9/20/2006 5:01:30 PM
From: Taro  Respond to of 20435
 
Corrected that right after I also saw my mistake ;)

But thanks anyway.

Some very interesting rumours around right now about AMD, INTC, BRCM and ATHR. Some of the sources are very interesting too:

1. Serious efforts of putting together a team of AMD/ATI and BRCM against Intel. (rumor origin: AMD/ATI at tier 1 customers)

2. Intel is/was - again - trying to pick up ATHR. Not surprising considering the problems INTC just now has with their Centrino WLAN technology.

3. Intel just recently tried to pick up BRCM (source: Cramer)

We'll see.

Taro