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6 pts

Opinion on  Advanced Micro Devices Inc (AMD)     Sector: Technology  >  Industry: Semiconductors
See-saw battle with Intel Continues...

Feb 08, 2007 05:43 AM GMT
Bioprot2003_mb2s
Return Risk
-32.36% HIGH
Analyst

With the release of the ATI R600 and the K8L series of processors by mid-year, AMD should recover its initiative as a leader in the graphics and processor market.  By the end of the year, their margins will strengthen and their market share in the processor market (now 25%), gives them residual strength that they did not previously enjoy.  Furthermore, their planned "fusion" processor, a combined CPU/Graphics combo should be announced, possibly signaling a serious re-alignment of the personal computing paradigm and a strong avenue of growth for AMD.


AMD:  This call was made on 02/08/07 @ $15.4
Rating:   Positive   $15.4 (02/08/07)
Gain/Loss:   -60.52% in 1935 days
Target:   $25.00 (+62.34%) in > one year
Allocation:   49.3% of portfolio


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