AMD is a little bit ahead on dual core, so they will see better sales.

309

It's very similar to the way that Dell got started.

226

We believe there will be an AMD/Dell deal announced very soon; more specifically, we believe it will come as early as March.

178

There had been concerns that when you start up a new factory, it's not as efficient because it's new and you're still learning how to operate it properly.

136

There's no way they can spin this one positively. It will put unit growth behind estimates.

118

Any way you slice it this company did what they said they would do, and their major competitor, Intel, struggles vastly.

110

We believe that IM Flash has been successful advancing the NAND roadmap, with 5-to-10 percent of production on 72-nm [technology]. We also believe MLC devices are very close to sampling, with engineering devices available for evaluation.

102

There are pretty high expectations. Intel needs to show their technology road map and prove it.

98