INTC down, AMD up
AMD released its earnings yesterday.
INtel 4Q2011 PC revenue was sequentially down 5% from 3Q2011. The Thailand flood is said to cause some hard drive supply constraints.
AMD's 4Q2011 computing solutions revenue was up 5% from 3Q2011. However, AMD's GPU business was down somewhat. Overall, AMD achieved slight revenue growth from 3Q2011 to 4Q2011.
INTC stock trends down today, while AMD is up.