Advanced Micro Devices, Inc. (AMD)

CAPS Rating:

The Company is a global semiconductor company with facilities around the world. It provides processing solutions for the computing, graphics and consumer electronics markets.

View All Commentary (AMD)

Recs

6

Avatar gschuster (< 20) Submitted: 8/19/06 8:01 PM : Start Price: $23.67 AMD Score: 78.85

x86 momentum is most easily measured by technology leadership and capacity. Intel has regained the lead with dual core technology. Add to that, Intel is making AMD choke on dual core chips. The added core increases die-size, reducing volume on capacity constrained AMD. Add the distraction of the ATI acquisition and things look up for Intel, down for AMD.

Report this Post Replies: 1 | Reply

Avatar DargFool (39.71) Submitted: 9/15/06 4:39 PM

Recs: 2 | Rec This

The capacity constraints are easing as AMD's new fabs come online. AMD focused on the server side first (highest margins). The results of that effort several years ago are just now being seen in their market share gains (and corresponding gains in HP, Sun share of server market since they are using AMD processors).

In my view, their acquistion of ATI is saying they are going to next target Intel's share of the notebook market. I would be scared if I were Intel. I would also not be surprised if 5 years from now, AMD stole half the laptop market.

Report this Post Reply

Advanced Micro Devices, Inc. (AMD)

6

Featured Broker Partners