Technology Stocks : Advanced Micro Devices - Moderated (AMD)


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To: steve harris who wrote (265597)1/4/2011 10:11:12 PM
From: Saturn VRead Replies (1) of 272388
 
If I were an AMD investor or an employee, I would not take Sandy Bridge lightly, unless you are whistling past the grave yard. The web is full of glowing reviews too numerous to enumerate. The client chip business looks very difficult for AMD. The Llano may find sucess as an Atom competitor, but the rest of the client chips will have to be sold at throw away prices.

Bull Dozer may not be the magic bullet. Sandy Bridge servers show up in the same time frame, and so it will be very difficult for AMD to regain the server market share it has lost.

It is unlikely that AMD will make any significant profit this year, and may have to raise money once more.
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