Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 206.14

-4.1%

Nov 25 3:59 PM EST

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To: Mani1 who started this subject	9/22/2000 11:17:44 AM
From: AK2004	Read Replies (5) of 275872

<font color=red>The Real Reason 07:10am EDT 22-Sep-00 ABN AMRO Inc. (Wu,David 415/983-2916) INTC AMD INTC.GWI Intel Corporation: Probable Start Of A Microprocessor Price War, Downgrade To H ............................... Highlights: - We are downgrading our rating from Buy to Hold. - There is a confusing picture about the real reason for the $500 million revenue shortfall in 3Q. - While the company blames a weak European market, we suspect the real reason is market share loss to the resurgent Advanced Micro Devices (NYSE: AMD-$27 9/16, N/R), not a production or yield problem. - If we are correct, that only means a price war in X86 microprocessors starting in 4Q2000. ------------------------------------------------------------------------------- Reason for Note: Downgrade from Buy to Hold We have checked with suppliers, DRAM vendors, PC companies and AMD. One thing we are sure about is it does not appear to be an industry-wide problem but has bad implications for Intel near term, whatever the true reasons are. ...........................

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