不知道跟这有没有关
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作者:grandslam (等级:2 - 初出茅庐,发帖:158) 发表:2008-05-08 00:32:30  楼主  关注此帖
其实就是一个猜测可能是我太异想天开了. 从最近的量,价等关系来看.我觉得特许半导体自身也在寻求一种出路。 半导体行业现在竞争比较激烈,join venture等出现在比较大的公司,收购合并出现在中小型半导体公司。 特许半导体现在是一个比较大型的小资产公司。所以它可能是在寻求些什么.....要么和人家合股,要么就是被人家收购,要么就是收购人家。所以他希望在行动前太高一下自己的身价。 我基于这个观点完完全全是看了图以后的自我异想天开,可是这种事情就算真的有也有过几个月才知道,所以从长期来看现在可能是一个底部。就好像房价涨到一定高,拿出来卖或者test market的屋主就会越来越多,股价跌到一个非常便宜的价格,那么就有公司想提出愿意收购或者交换股权合并等一些系列的提议。 虽说特许是新加坡培养起来的一个不争气的孩子,但是我正因为有现在的这个想法所以google的查了一下,就查到2008年一季度chartered搜购了日立的一个公司,2005年公司负责人说不排除被人收购的可能性。 所以2005年的时候政府都可以允许被人收购,那么养了3年不争气的小孩,父母应该也盼他早日走上社会。 以上内容完完全全个人异想天开。
不知道跟这有没有关
Reuters
AMD shares jump on restructuring optimism
Tuesday May 6, 2:12 pm ET
By Duncan Martell

SAN FRANCISCO (Reuters) - Advanced Micro Devices Inc (NYSE:AMD - News) shares jumped more than 12 percent on Tuesday on investor optimism that the beleaguered chipmaker could soon announce its long-awaited strategy to revamp manufacturing to cut costs.

The stock's rise, which adds to a 6 percent gain on Monday, also comes after a new filing in AMD's 2005 antitrust lawsuit against larger rival Intel Corp (NasdaqGS:INTC - News) that added to AMD's list of allegations that Intel pressured and paid PC makers not to buy AMD chips.

"There's AMD's ongoing restructuring, probably some data we're due to get on the asset-light strategy, and the lawsuit is becoming better understood," American Technology Research analyst Doug Freedman said.

It has been a little more than a year ago now that AMD Chief Executive Hector Ruiz announced that the company would be retooling its manufacturing strategy to cut costs and ease cash flow problems.

In its most recent earnings conference call with analysts, Ruiz hinted that a detailing of that strategy would come sooner rather than later. Options include separating AMD's chipmaking plants, or forging a joint venture or partnership with a contract chipmaker, analysts have said.

"What's been bandied about is the asset-light part which could be the partial separation of AMD's design and manufacturing arms," said CRT Capital Group analyst Ashok Kumar. "On the manufacturing side, they would likely partner with Chartered (Semiconductor) (SES:CSMF.SI - News; NasdaqGS:CHRT - News) but maintain a 51 percent ownership of any such venture."

2 mAMD also holds its annual stockholder meeting in Austin, Texas, on Thursday morning. Those events are often short on news, but Kumar said it was at least possible that AMD could detail specifics of its asset-light manufacturing strategy.

"Maybe there is some light at the end of the tunnel," Kumar said.

The latest filing by AMD on the Intel-AMD case was made in U.S. Federal District Court in Delaware on May 1 and unsealed on Monday.

"Investors who tend to short this stock were not applying any asset value to this lawsuit," Freedman said. "I think it would be prudent to apply at least some value."

Shorting a stock is a bet made by investors that a company's shares will fall.

AMD stock rose 12 percent, or 78 cents, to $7.31 in afternoon trading as 42.2 million shares changed hands, compared with the 30-day average volume of 23.3 million shares. More than 41 million shares traded on Monday and the stock rose 6 percent.

"I don't think this is naked buying, I would think there has to be some short-covering going on," Freedman said.

Still, shares of AMD are down some 40 percent in the last 12 months, compared with a 21 percent decline in the Philadelphia Stock Exchange Semiconductor Index (Philadelphia:^SOXX - News) in the same time period. Intel shares are up more than 7 percent in the last 1onths.
股市神棍
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