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Politics : Formerly About Advanced Micro Devices
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To: Yougang Xiao who wrote (112127)5/23/2000 2:19:00 PM
From: chic_hearne  Read Replies (2) of 1571069
 
Re: Bear Stearns Report

Yougang,

From my own personal experiance, these guys at Bear Stears do not know what they are talking about. I've posted on the thread before about how thier brokers view INTC and AMD (most likely using information obtained from thier own analysts).

I seriously question the motives behind Bear Stears when it comes to AMD. It is somewhere between a personal vendetta and being just plain unethical. Many of their reports contain outright false claims and lies, such as this quote out of the report you provided:

Recent checks with industry
sources lead us to the conclusion that the company is achieving higher than
expected functional and speed yields on its Willamette microprocessor, giving
Intel the confidence to launch Willamette in both the high end and mid-range
desktop PC segments. This will force the Pentium III into the value segment of
the market earlier than previously thought, providing a competitive advantage
against AMD, which will be challenged to introduce a new microarchitecture
equivalent to Willamette in performance in the same time frame.

Doesn't this seem to completely contradict everything that just happened last week with INTC and its DRDRAM problems?

Unfortunately, Bear Stearns is a respected brokerage firm even when they clearly don't know what they are talking about.

chic
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