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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This is a section of the AllThingsD Web site featuring posts that have been curated from around the Web: pieces we’ve read, discussions we’ve followed, stuff we like. Five posts are included here each weekday, but only the headline and the first two sentences. We link to the original site for the rest. The section is explicitly labeled, so it’s clear that content comes “from other Web sites.”

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