AMD & TXN - Two Sure Plays on Semi

So profit forecasts for both AMD and Intel are set to be lower in the next 12months as they duke it out between each other for everything from consumer PC to server PC. Take note that AMD's margins excluding flash memory exceeded Intels. Second notice that AMD has taken the lead on energy efficient chips for servers. When you consider that the Internet is finally coming alive again and infastructure to run the Internet is being more fully utilized - a new growth pattern will emerge to serve everything from SOX data records, to on-demand videos, to web searches, video download services etc.

Just think, if companies like Microsoft and Google are battling the telecoms about net neutrality ( no quality of service differentiation) as the telecoms begin to realize its expensive expanding the network to serve Google and Microsofties planned services - Imagine the other side - storing and serving all this info.

With 50% of the cost of a data center going to electricity bills to run the servers, don't bet on the REIT that buys up land near cheap power - bet on the new buildings where chip efficiency offsets locational energy price differences. Unless you think Intel is going to make a more energy efficient chip anytime soon - bet on AMD - they already have it everyone from the CIO down is noticing.

So what about TXN - well lets just say that cell phones with Vcast and all sort of mostly useless functions that we consumers find amusing - well thats TXN's ballgame. Also lets not forget about the DLP TVs which have the best picture quality.....plasma...what's that?