Sunday, January 29, 2006

Joe Osha sings for AMD

INTEL CEO pounds his chest and vows to gain shares in Q1 2006 -- without telling us how, and INTEL forms an axis to pump $10 billion dollars into Itanium--with DELL, IBM, Microsoft and SUN notably missing from its list of friends.

Merrill Lynch analyst Joe Osha hymns for AMD in a report: "Nothing that we heard from Intel this week changes our belief that AMD is going to take more share in server processors this year".

Of course, this was after Joe downgraded AMD to sell on January 17, 2006 and then bought $500 AMD shares at rock bottom prices.

I admit that I underestimated Joe. Maybe the only real fool is Goldman, but who knows?


Blogger Eddie said...

Hi. Just to reiterate my invitation to read the article about the Itanium and Intel's 10 billion and its effect on AMD

7:59 PM, January 29, 2006  
Blogger Sharikou, Ph. D said...

I read it. Actually, I linked to it from this jorunal. Good stuff you wrote. Can you share some insight on why Itanium needs those humongous cache?

9:10 PM, January 29, 2006  

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