Intel (INTC) Nehalem Delay Could Open Door for AMD -AmTech
More News related to AMD
- Notable Analyst Rating Changes 9/5: UL, MON, NAV, HOS Upgraded; ANF, TJX, AMD, NBR Downgraded
- Pre-Open Movers 9/5: SankDisk (SNDK) and UST (UST) Both Up on Takeover Reports; Nokia (NOK) Sinks On Lower Market Share View
- Merrill Lynch Downgrades Advanced Micro Devices (AMD) to Sell
- Angstrom Microsystems Computers Render the Blockbuster Hits of 2008, "The Incredible Hulk" and "The Mummy: Tomb of the Dragon Emperor"
- Collins Stewart Starts Advanced Micro Devices (AMD) at Buy
More News related to INTC
- BeaconEquity.com Issues Technical Trade Alerts on Semiconductor Stocks: NSM, TXN, ADI, STM, INTC, IFX
- Intel Named to 2008-09 Dow Jones Sustainability Indexes for 10th Straight Year
- Collins Stewart Starts Intel (INTC) at Buy
- Innovative Silicon Names Michael Van Buskirk Senior Vice President of Engineering and Operations
- Pre-Open Movers 8/29: Dell Falls On Earnings/Margin Miss, Magma Design (LAVA) Down on Results/Guidance
More News related to Analyst Comments
- Merrill Lynch Downgrades Abercrombie & Fitch (ANF) to Underperform
- Deutsche Bank Lowers Rating On UST Inc (UST) From Buy To Hold
- Lazard Downgrades Navios Maritime (NM) to Hold
- B. Riley Downgrades Captaris (CAPA) to Neutral
- Lazard Downgrades Genco Shipping (GNK) to Hold
American Research Technology is out with a research note this morning on Intel (Nasdaq: INTC). The report cites recent channel checks as suggesting that Intel's Nehalem platform will initially launch in only a single-socket form. The firm believes this "will be viewed by customers and investors as a delayed ramp of the company’s second generation 45nm server architecture due out in late 2H08."
The firm calls the development "the second launch delay in recent weeks", the first Intel delay being its Montevina notebook platform, and believes this could "call into question Intel's solid record of on-time execution."
While AmTech maintains a Buy rating on shares of Intel, it believes this mis-step could give Advanced Micro Devices (NYSE: AMD) room to maneuver as AMD could now possibly ship its Shanghai server chip "into a less competitive market if Intel’s 2-way Nehalem parts are pushed out."
Intel Corporation engages in making, marketing, and selling integrated circuits for computing and communications industries worldwide.
Related Categories
Analyst CommentsStocks Mentioned
+0.12Related Entities
Sign up for StreetInsider Free!
Receive full access to all new and archived articles, unlimited portfolio tracking, e-mail alerts, custom newswires and RSS feeds - and more!
