Advanced Micro Devices Inc (AMD)

[bobs10]

INTC, Leman Bros.

http://www.reed-electronics.com/electronicnews/article/CA6254749.html

We note that notebooks are expected to reach approximately 36 percent of total Intel shipments by the end of 2005 and that Q2 was the first quarter in which notebooks outsold desktops. In servers, we believe low to mid range servers (primarily two-four way servers) continue to see mid to high single digit growth as these lower cost server networks displace higher-end solutions and RISC-based servers,” he stated.

Lehman further said it expects the flash business to show revenue up 5 percent sequentially to $552 million after two quarters of revenue contraction.

Luke also noted a favorable environment of tight capacity and low inventory will likely be balanced by seasonal strength in lower ASP desktop processors

Me...

Looks like flash should be doing better and Itanium/RISC servers continue to feel X86 pressure from below.

More in the short article.