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


To: Petz who wrote (217445)11/22/2006 12:18:17 PM
From: Sarmad Y. HermizRespond to of 275872
 
I agree with you that Dell as an AMD customer is good for AMD and Dell. As well as being negative for Intel.

My view on investment in AMD and INTC stock is that AMD profit will be diluted by ATI for all of next year. And Intel will make up the lost profit from Dell by expanding sales elsewhere, and cost cutting.