Semiconductors
And as Atlantic Trust SteinRoe analyst Fred Weiss points out, integrating the graphics functionality directly into the CPU could put AMD's core microprocessor business at risk. Atlantic Trust has a position in Intel and graphics chipmaker Nvidia(NVDA).
That's because the success of AMD's processors will hinge on staying on top of two separate product cycles: microprocessors and graphics. If AMD stumbles in developing graphics technology, its integrated processor will not be competitive with other offerings on the market. "All of a sudden you can't sell your CPU because you've got the wrong graphics chip in it," says Weiss. Shares of AMD closed Wednesday up 53 cents, or 2.6%, to $20.85.TheStreet Premium Services
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| Dow Jones | S&P 500 | NASDAQ | 10-Year Note |
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|---|---|---|---|---|
| 12,393.45 | 1,310.33 | 2,827.34 | 15.81 |
Oil *
101.78
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DOWN
26.41 |
DOWN
2.99 |
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10.02 |
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0.44 |
10 Yr
1.58%
SPDR Gold
151.62
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-0.21%
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-0.23%
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-0.35%
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-2.71%
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