Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 9:30 AM EST

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To: Mani1 who started this subject	8/22/2000 7:33:21 PM
From: AK2004	of 275872

GS bus tour; interesting that mxim at 80 with ee of 1.25 is on recommended list while amd at 70 with ee of 5.00 ia only an outperformer 05:36pm EDT 22-Aug-00 Goldman Sachs (NEWYORK) AMD MXIM ACTION AMD,MXIM : FULL ACTION in the P.M. - U.S. ............................... Advanced Micro Devices, Inc. (AMD) $68.25 EPS (FY Dec): 2000E US$5.00, 2001E US$4.50 - Market Outperformer Maxim Integrated Products (MXIM) $80.69 EPS (FY Jun): 2001E US$1.25, 2002E US$1.50 - Recommended List * Monday was the first day of our two-day silicon valley bus trip, with meetings at AMD and Maxim Integrated Products. AMD essentially reiterated guidance and gave a detailed overview of its plans in both microprocessors and flash memory, and said that they didn't seem much impact from the easing in supply constraints in both areas. Maxim gave a positive overview of its expanding product position in the analog market, and was also upbeat regarding prospects for continued high bookings in the current quarter. * AMD overview: The company reiterated its guidance for the current quarter, citing strong conditions in both flash memory and microprocessors. The company essentially said that the easing in supply of microprocessors and flash were both exaggerated, as it expects to see both products in tight supply through year end. While we expect the current quarter to be in line with strong expectations, we expect that the stock will continue to reflect concerns over the flash memory market in the shorter term. ..............................................

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