Doug Freedman of American Technology Research claims AMD's Puma platform for notebooks may have a technical glitch:
''Our channel checks suggest AMD's Puma platform for notebooks may have a technical glitch. We have not been able to confirm this with AMD and if a problem exists, AMD could have a fix in the works that saves the launch,'' said analyst Doug Freedman of American Technology Research Inc., in a new report.
''That said, we believe OEMs are attempting to seek alternate solutions,'' he said. ''As a result, we are lowering our estimates on AMD. Our longer term thesis that AMD shares reflect most of the public bad news remains intact.''
Puma is a high-end notebook platform that should compete against Intel's Centrino platform in the second quarter of this year. When asked about this glitch AMD denied there are any issues with Puma:
AMD denied that there are any issues with Puma. ''I wanted to make sure you understood that the note was written (from Freedman) before getting AMD's comment or response,'' according to a spokeswoman from AMD.
''AMD is not aware of any technical glitches with its next-generation notebook platform, codenamed 'Puma.' Per our commitment at the AMD Financial Analyst Day in December 2007, the 'Puma' platform remains on track for Q2 2008,'' the spokeswoman said.