AMD Shares Spike: Asset Light Strategy Coming Soon?

Is a turnaround on the horizon at Advanced Micro Devices (AMD)?

Certainly, something is going on with the stock today. One factor: a research note this morning from Lehman’s Tim Luke and his colleagues at the firm’s convertible bond research group musing on the company’s eagerly anticipated adoption of an “asset light” scenario.

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About Voices

Along with original content and posts from across the Dow Jones network, this section of AllThingsD includes Must-Reads From Other Websites — pieces we’ve read, discussions we’ve followed, stuff we like. Six posts from external sites are included here each weekday, but we only run the headlines. We link to the original sites for the rest. These posts are explicitly labeled, so it’s clear that the content comes from other websites, and for clarity’s sake, all outside posts run against a pink background.

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