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

To: Petz who wrote (212745)	10/5/2006 8:27:19 PM
From: plantlife	Respond to of 275872

I saw it posted on the IV board. I will try to find it.

To: Petz who wrote (212745)	10/5/2006 8:33:57 PM
From: plantlife	Respond to of 275872

Do you have a link for the Caris comments? /Petz www1.investorvillage.com

To: Petz who wrote (212745)	10/5/2006 8:41:07 PM
From: plantlife	Respond to of 275872

Message #212745 from Petz at 10/5/2006 8:13:39 PM Sounds awesome! Do you have a link for the Caris comments? /Petz ________________________________ Here's copy/paste of that IV Link _______________________ Briefing.com: 15:24 AMD Advanced Micro: Channel check show AMD having difficulty keeping up with demand - Caris (24.96 -0.07) Caris says after conducting channel checks they believe AMD is reported to be having difficulty keeping up with demand, not due to yield or other production problems but owing to stronger than anticipated demand. Firm says INTC, while recovering from its product cycle debacle of the previous three years, is also said to be seeing improvement from several months back when their linecard was less advantageous than it is now. While firm continues to believe INTC's relative competitiveness will continue to build in the quarters ahead, AMD's present momentum remains solid. Firm says this suggests that AMD is liable to upside consensus ests in both Q3 and Q4.