AMD rumor

[Richard Tyler]

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Dell is expected to release earnings on February 16, 2006.
Watch for news by Dell on Thursday February 16.

http://finance.yahoo.com/q/ce?s=DELL

KEEP AN EYE ON AMD ON FEBRUARY 16, 2006.

Here's the rumor from Doug Freedman:

"Advanced Micro Devices is within weeks of getting its chips into Dell computers, says Doug Freedman with American Technology Research."
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Here are 10 reasons why I like AMD.




REASON 1:

http://www.forbes.com/2006/01/31/amd-dell-0131markets08.html?partner=yahootix

EXCERPTS:

"Advanced Micro Devices is within weeks of getting its chips into Dell computers, says Doug Freedman with American Technology Research."

"the actual announcement could still lift AMD shares 10% and drop Intel's 5%."

REASON 2:

http://www.forbes.com/2006/01/31/amd-intel-0131markets01.html?partner=yahootix

EXCERPTS:

AMD Seen Roaring Ahead Of Intel Through 2007

Caris & Company analyst Rick Whittington maintained a rating of “buy” on Advanced Micro Devices (nyse: AMD - news - people ), saying the chip company has a significant lead over rival Intel (nasdaq: INTC - news - people ).

"It's now clear that Intel will not catch up [until] its 45nm hits the street, probably in 2008 but possibly late 2007," Whittington wrote in a recent investor report.

REASON 3:

http://biz.yahoo.com/rb/060125/davos_dell_amd.html?.v=3

http://biz.yahoo.com/ap/060125/world_forum_dell_amd.html?.v=1

EXCERPTS:

Dell boss says open to using AMD chips

REASON 4:

http://www.forbes.com/2006/01/25/amd-intel-0125markets02.html?partner=yahootix

EXCERPTS:

AMD Shares May See Upside In '06 On Growing Market Share

"We believe AMD's continued market-share gains and improved execution should drive upside during calendar 2006 which should provide support for AMD stock," Danley wrote in a recent report. "

REASON 5:

http://www.thestreet.com/_yahoo/pom/pomrmy/10262802.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

EXCERPTS:

"Admittedly, AMD is kicking Intel's butt "

REASON 6:

http://biz.yahoo.com/ap/060119/earns_amd.html?.v=4

EXCERPTS:

AMD Shares Soar on Fourth-Quarter Profit

"In contrast to archrival Intel Corp.'s disappointing results and gloomy forecast on Tuesday, AMD also said after the markets closed Wednesday that it expects revenue in the current quarter to jump as much as 70 percent over the same period last year."

REASON 7:

http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&siteid=yhoo&dist=yhoo&guid=%7B286A9AAE%2DADC0%2D4385%2DB98E%2D45CBE654530A%7D

EXCERPTS:

`AMD has all the momentum'

REASON 8:

http://www.thestreet.com/_yahoo/tech/semis/10262523.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

EXCERPTS:

"AMD Wins Bragging Rights for Chips "

REASON 9:

http://www.mercurynews.com/mld/mercurynews/business/technology/13179918.htm

EXCERPTS:

"AMD predicts rapid growth"

REASON 10:

http://news.zdnet.com/2100-9584_22-5953988.html

EXCERPTS:

"AMD expects significant profit rise in 2006"




Disclaimer:

The above is simply a reflection of my stock sentiments. My stock picks are provided as my personal opinions. I'm not a stock broker, investment advisor, or securities dealer. The above information has not been verified to be correct. It may have been done in hindsight and in a theoretical scenario. My posts and sentiments are just my opinions and are not intended to be trading advices. I'm just sharing my viewpoints on this stock. Do your own research before investing. You should consult a qualified financial advisor or stock broker before making any decisions to invest

[New-born baby]

Yeah

I like AMD, and if they move into DELL, INTL is in more trouble than it already is.

[Richard Tyler]

ARTICLE: "Dell to betray Intel"

http://www.theregister.co.uk/2006/01/31/dell_amd_march/

EXCERPTS:

"Dell to betray Intel with AMD mobile chip embrace"

"We believe there will be an AMD/Dell deal announced very soon; more specifically, we believe it will come as early as March," Freedman wrote.

"the actual announcement of such a deal would likely kick AMD shares 10 per cent higher, while knocking Intel's slumping stock down five per cent."

==========================================
Dell is expected to release earnings on Thursday, Feb 6. Watch for news from Dell that day.

Keep an eye on AMD on February 16.
==========================================






Disclaimer:

The above is simply a reflection of my stock sentiments. My stock picks are provided as my personal opinions. I'm not a stock broker, investment advisor, or securities dealer. The above information has not been verified to be correct. It may have been done in hindsight and in a theoretical scenario. My posts and sentiments are just my opinions and are not intended to be trading advices. I'm just sharing my viewpoints on this stock. Do your own research before investing. You should consult a qualified financial advisor or stock broker before making any decisions to invest

[Richard Tyler]

why AMD should be at $63 / share

http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687810&tid=amd&sid=4687810&mid=1321858

[Karel]

Market share =/= revenue, or earnings.

Regards,

Karel

[Richard Tyler]

ARTICLE: "AMD To Speed Past Intel"

http://www.dailytech.com/article.aspx?newsid=550

Disclaimer:

The above is simply a reflection of my stock sentiments. My stock picks are provided as my personal opinions. I'm not a stock broker, investment advisor, or securities dealer. The above information has not been verified to be correct. It may have been done in hindsight and in a theoretical scenario. My posts and sentiments are just my opinions and are not intended to be trading advices. I'm just sharing my viewpoints on this stock. Do your own research before investing. You should consult a qualified financial advisor or stock broker before making any decisions to invest.

[Richard Tyler]

ARTICLE: AMD Reportedly Close To Deal With Dell

1 1/2 weeks away from Dell releasing news, on Feb 16:

http://www.forbes.com/2006/01/31/am...artner=yahootix

http://finance.yahoo.com/q/ce?s=DELL

=================================
Dell earnings coming out on Feb 16.
Watch for news from Dell on Feb 16.

Keep an eye on AMD stock price on Feb 16.
=================================




Disclaimer:

The above is simply a reflection of my stock sentiments. My stock picks are provided as my personal opinions. I'm not a stock broker, investment advisor, or securities dealer. The above information has not been verified to be correct. It may have been done in hindsight and in a theoretical scenario. My posts and sentiments are just my opinions and are not intended to be trading advices. I'm just sharing my viewpoints on this stock. Do your own research before investing. You should consult a qualified financial advisor or stock broker before making any decisions to invest.

[Richard Tyler]

New York Times article

Look at the 1-year chart, AMD vs. Intel:

http://finance.yahoo.com/q/bc?s=AMD&t=1y&l=on&z=m&q=l&c=intc

AMD + 150%
Intel - 5%

================================================== =====

http://www.nytimes.com/2006/02/05/business/yourmoney/05fund.html

EXCERPTS from the New York Times:

"...investors are making clear-cut distinctions between companies that are hitting their profit targets and those that are not.

Consider Advanced Micro Devices, the semiconductor company that posted better-than-expected fourth-quarter profit and picked up market share against major rivals. Its stock has surged more than 29 percent already this year. By contrast, Intel, which provided disappointing earnings guidance for this quarter, has lost nearly 17 percent of its value..."




Disclaimer:

The above is simply a reflection of my stock sentiments. My stock picks are provided as my personal opinions. I'm not a stock broker, investment advisor, or securities dealer. The above information has not been verified to be correct. It may have been done in hindsight and in a theoretical scenario. My posts and sentiments are just my opinions and are not intended to be trading advices. I'm just sharing my viewpoints on this stock. Do your own research before investing. You should consult a qualified financial advisor or stock broker before making any decisions to invest.

[Richard Tyler]

ex Dell's vice chairman on AMD board

http://news.com.com/Former+Dell+exec...1047_3-5566608 .html

EXCERPTS:

During his tenure at Dell, Topfer is said to have mentored chairman Michael Dell and to have helped recruit Rollins. Topfer shared the executive suite with the two men for a time before taking a seat on Dell's board.

Dell is the only major brand name in the PC business that does not use AMD chips in at least one product line. It is thus a major target for the Sunnyvale, Calif., chipmaker.

Dell executives have had more good things to say about AMD of late. They have praised it as a technology leader for moving standard PC processors to 64-bit addressing and for the speedy development of dual-core PC processors.

"I'm sure (AMD) will try to use him as leverage to bring Dell on board over time."







Disclaimer:

The above is simply a reflection of my stock sentiments. My stock picks are provided as my personal opinions. I'm not a stock broker, investment advisor, or securities dealer. The above information has not been verified to be correct. It may have been done in hindsight and in a theoretical scenario. My posts and sentiments are just my opinions and are not intended to be trading advices. I'm just sharing my viewpoints on this stock. Do your own research before investing. You should consult a qualified financial advisor or stock broker before making any decisions to invest.

[Richard Tyler]

http://www.amdzone.com/modules.php?op=modload&name=News&file=article&sid=4933

[Richard Tyler]

3 more trading days until Dell releases earnings.

Keep an eye on AMD next week, on Thursday.

[Richard Tyler]

http://www.techspot.com/news/20311-amd-to-pass-intel-in-growth-by-2007-says-forbes.html

EXCERPTS:

Forbes has some interesting things to say about AMD, namely that in the next few years and beyond the company will surpass Intel in growth and performance, making them much more valuable.

Basing this on product releases and technology advances, the prediction also includes that AMD's 45nm manufacturing will be well ahead of Intels and that it will take a long time for Intel to catch up.


”Analysts are also predicting that Intel will not have the ability to catch up to AMD until Intel releases products on new 45nm fabrication processes, which isn't expected until 2008 claims Forbes. We reported earlier that AMD is transitioning its Fab 36 in Dresden to mass produce its next generation processors (both dual-core and quad-core) on a 65nm process. Intel on the other hand, has demonstrated that it has successfully started working on 45nm technology but its main production will be 65nm through to 2008.”







Disclaimer:

The above is simply a reflection of my stock sentiments. My stock picks are provided as my personal opinions. I'm not a stock broker, investment advisor, or securities dealer. The above information has not been verified to be correct. It may have been done in hindsight and in a theoretical scenario. My posts and sentiments are just my opinions and are not intended to be trading advices. I'm just sharing my viewpoints on this stock. Do your own research before investing. You should consult a qualified financial advisor or stock broker before making any decisions to invest.

[daskro]

Not to be the critic, but I've been watching computer hardware for years and it's a running joke with many hardware/IT tech news sites about this Dell/AMD love affair.
I just don't see it happening any fast as you think.

[Richard Tyler]

CEO of the Year for 2005

http://www.reed-electronics.com/eb-mag/article/CA6287342?pubdate=12%2F1%2F2005