Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: RDM who wrote (99462)	3/23/2000 12:01:00 AM
From: tejek	Read Replies (1) of 1576390

RDM This AM you asked who pushed AMD on CNBC; however checking TV Eyes, on CNBC they simply mentioned AMD along with some other semis like Intel and RMBS who have increased in value quite a bit this year. Milo just posted what CNNFN said about AMD or rather what L. Borgman from Josephthal and company said on CNNFN this AM and it sounds more like what you were talking about: __________________________________ CNNFN 3/22/00 - 12:16:00 PM ..... People not only are they optimist pick this year, but next year as well. Valerie: Okay. Larry, let's take a break and let everybody digest that and then we will come back and get your stock picks. >>> Straight ahead: Larry borgman will be back once again to tell us which stocks he likes in the chip sector. One name on his list: Advanced micro devices , which is up 200% from its lows over the past 52 weeks. >>> Joining me once again to take a look at some semiconductor stocks which he is recommending to his brokers is larry borgman, of josephthal & company. I set scene. I said you like advanced micro devices. Tell us why, because it's a unique story and the reason. >> All right. We're not exclusive with advanced micro devices We also like intel. But they both -- they're both benefiting from what i think is good demand on the pc sector this year. We mentioned windows 2000. In the case of intel they'll have a lost new products this year. We started recommending advanced micro devices last fall because we perceived that their products were once again really competitive with intel. Their athlon chip had very good performance characteristics and it seemed like they were able to make the product and they did in fact surprise people in the fourth quarter with their earnings and how they came out. In fact -- it's been well publicized they've been in a ..... tveyes.com.

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