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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (86656)1/12/2000 2:34:00 AM
From: Petz  Read Replies (2) of 1572707
 
Here's some quotes from Fahnestock report by Dan Scovel:

AMD: BUY. Over 20 Motherboards: Via Technologies announced core logic chip set support for AMD's Athlon microprocessor yesterday, and claims it has begun to ship high volume production quantities to over 20 PC motherboard manufacturers. We missed the customer count, and consider the number worth highlighting as yet another indication of Athlon market acceptance.

INTC: HOLD. Upgrade: Robertson Stephens upgraded its rating to Buy from Long-term attractive as part of broader bullishness across the PC space with the passing of Y2K, the emergence of Windows 2000 and the acceleration of server growth. We do not agree with its first two arguments and consider it far from certain that Intel will significantly benefit from accelerating server growth.

Science Talent Search: We believe Intel deserves recognition and kudos for reviving this nationwide teenage scholarship program since assuming title sponsorship two years ago.


AMD BUY, INTEL HOLD. Here's an analyst with guts! Not afraid to go against the grain.

Petz
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