For now, we're staying with the neutral intermediate-term rating on AMD's stock until we see how the company weathers the Northwood launch. We are still long-term strong buyers of the stock -- even if AMD suffers at the hands of Northwood it will not plunge as deeply into loss as it has during past Intel offensives.
More Quotes from Joe Osha:
Just because Intel has faltered does not mean the company is now incapable of executing.Joe Osha
What we see happening is a bottoming to the rate of change in the semiconductor business, which has been negative and less capacity being added by the fourth quarter, which is also good. So, although companies themselves are still very conservative we think that the worst is past in terms of the downturn here.
Joe Osha
At 27 times our 2003 earnings estimate Intel is still expensive relative to its growth prospects and its own history.
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We think that the most interesting potential for National lies in the wireless market, where the company has the potential to substantially increase its revenue per phone.
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The disappearance of Vista from the holiday 2006 selling season is likely to have a bigger impact on semiconductor companies than a simple few-week delay might imply.
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They have a pretty good idea at this point what they're going to ship.
Joe Osha
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