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Analyst: Sun prepping to use Intel inside its servers: Sun Microsystems has had one partner in the low-end server market--Advanced Micro Devices. That appears to be changing, according to a research note from Bank of America Securities analyst Sumit Dhanda. In the report published Friday, Dhanda writes: ...; Tags: General, Hardware Infrastructure, AMD, Intel, Sun, Intel Corp., Sun Microsystems Inc., server, Sumit Dhanda; Blog posts 2007-01-21

Intel's quarterly checkup: Worries abound: Intel reports its fourth quarter results on Tuesday and the consensus seems to be that first quarter targets are going to come down amid slowing PC demand and higher inventory levels. For the record, Wall Street is expecting Intel earnings of 40 cents a share for the...; Tags: Notebook, Intel Corp., Sales Strategy, Sales Force Management, Desktops, Sales, Hardware, Larry Dignan; Blog posts 2008-01-15
AMD: New year, same worries: Bank of America analyst Sumit Dhanda is projecting anything but a happy New Year for AMD. The analyst in a research note Wednesday, kicked off 2008 by downgrading AMD to "sell" and projected "more pain ahead." Dhanda's rating change comes amid a broader call on the semiconductor...; Tags: Quad-core, Advanced Micro Devices Inc., Intel Corp., Chip, Semiconductors, Network Technology, Processors, Hardware, Networking, Components, Larry Dignan; Blog posts 2008-01-02
Will Intel show any price war wounds?: When AMD issued a profit warning last week due to pricing pressure, Intel watchers could take it two ways:--Intel is kicking the snot out of AMD;--Or theres a price war thatll hurt both parties.Well get more color on whether Intel had any price war wounds when it reports its fourth...; Tags: Notebooks, Processors, Intel Corp., Advanced Micro Devices Inc., Intels; Blog posts 2007-01-16

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