============================================= 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." ============================================= 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 âbuyâ 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/yho...o&guid={286A9AAE-ADC0-4385-B98E-45CBE654530A} 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
AMDs upside imo is to $45 per share. After that it becomes pretty speculative. The "DELL" rumor is no rumor - it is well known and is priced into the stock. nitro
Rumour or no rumour. Whether the price right now is factored into the DELL rumoour or not. It is a fun stock to trade. It was fun to trade when it was in the 20's. Now in the 40's, it's twice as fun. Good luck trading AMD everybody.
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 16. 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
http://www.neowin.net/index.php?act=view&id=31355 According to market researcher Current Analysis, AMD processor based notebooks and desktops outsold Intel 49.8 percent to 48.5 percent in the month of October. Matt Sargent, Current Analysis research director, said that by outselling Intel, AMD had done "the unthinkable" and that holding such a lead through the holiday season would be a huge win for the company. Intel, while behind in total units sold, still accounted for 57.6 percent of retail revenues thanks to the higher average selling price of its chips. AMD lagged behind at 40.1 percent. Despite the gains, AMD's overall market share still hovers around 17 percent, displaying the dominance of direct order suppliers such as Dell, who exclusively uses Intel processors in its PCs. Nonetheless, these gains are important to AMD's goal of reaching 30 percent total market share. Intel's recent slips can likely be attributed to its struggles with foreign antitrust agencies and ongoing legal battle with AMD. News source: CNET News.com ============================================= AMD had done "the unthinkable" Intel market cap is $127.8 Billions. AMD's market cap is only $16.5 Billions. AMD's stock price is still very cheap as compared to Intel's stock price. I predict AMD will have a stock split later this year. ============================================= 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.
http://www.eweek.com/article2/0,1895,1915008,00.asp "Advanced Micro Devices says it picked up nearly four points of market share in the x86 chip market during the fourth quarter. "
http://www.forbes.com/2006/02/02/broadcom-amd-intel_cz_sw_0203sf.html?partner=yahootix "AMD's chief financial officer cited market share gains for the solid numbers. "
I agree the future looks rosey for AMD right now. But when everybody starts talking the same way about a particular stock usually indicates the start of a reversal from my experience. This doesn't necessarily mean the stock is doomed, just ready for a correction. The reason all these analysts and brokers are pumping the stock is likely because they are looking to take some profits soon. The Dell/AMD rumor has been no secret (obviously) and I'm willing to bet that news has already been priced into the stock. Not a good buying opportunity IMHO. Personally I was long on AMD since early Dec, but as soon as the oversold trendline was broken a few days ago I tightened up my stop and got out yesterday. I'll be watching for a good setup to get to a short position in the next little while.
I knew AMD for 20 years. It'll take longer than 6 months to change my opinion that it is not a good investment. I'm not a broker, ... either.