Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Duncan Baird who started this subject	3/9/2001 11:34:11 AM
From: TimF	of 1575706

netcog.com Merrill Lynch Sour on INTC Does not regard it as a core holding Miss reveals INTC dependence on high end Likes AMD better than INTC They lower estimates to more realistic levels here also See AMD as substantially better positioned than INTC in 2001 AMD exposed to problem areas netcog.com Dan Niles, Lehman Brothers Dan on INTC · Cuts Profit Projections · FY’01 EPS to $0.70 from $0.80 · FY’02 EPS to $0.80 from $1.10 · Cites weak demand in Asia and Europe What changed since last year? · Europe problems in 3Q · American Ecomony Problems in 4Q · MSFT Product cycle didn’t kick in NASDAQ down 39% YTD INTC down only 27% YTD INTC could be a good defensive play Will this end soon? · INTC has had 3 warnings in last 3 Quarters · Still has 6x earnings multiple · Tech multiples still too high · 2Q could be worse than first AMD continues to put pressure Pentium 4 not moving fast enough INTC needs 300mm which they don’t have Needs .13 which they don’t have

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