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Politics : Formerly About Advanced Micro Devices

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To: Duncan Baird who started this subject2/6/2001 3:30:51 PM
From: TimF   of 1581595
 
netcog.com

Larry Seibert, Barrett Associates (I)

Larry Seibert, fund manager for Barrett Associates was today's
guest on CNNfn's "Talking Stocks". He gave his market views and
answered specific stock questions.

His Fed forecast is that they will ease rates by 25bps at the next
meeting.

INTC- we advise buying here. Fierce competitor on the low power
side, with new speed step technology. Great management team
and great technology.

AMD- avoid. Competitors such as TMTA has come out with a chip
that has some benefits that AMD chips don't have.


About the only important feature I can think of it lower power consumption unless you count running much slower to be a feature.

Tim
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