Advanced Micro Devices Inc (AMD)

[KeithDust2000]

rlweitz, Intel boosts estimates, so they must be taking it out of AMD's hide. OTOH, if the marketmaker Intel warns, thing must really horrible for AMD.

Interestingly, that doesn´t seem to be the case anymore, at least
not for this analyst:

Analyst Tai Nguyen with Susquehanna Financial said Intel's numbers affirm his belief that overall demand for PC chips this quarter are proceeding better than expected. This will benefit Advanced Micro Devices (AMD:NYSE - commentary - research) in the current quarter, as well, he said. (Susquehanna does no investment banking.)

On the other hand, I think INTEL confirmed analyst comments stressing AMD´s execution misfires in the the high-end of the cellular phone market (flash). They said INTEL would gain market share from AMD there, and that´s what Bryant hinted at as well, IIHC.