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Politics : Formerly About Advanced Micro Devices

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To: ursulaminar who wrote (135735)4/4/2001 1:54:08 PM
From: tejek  Read Replies (1) of 1585169
 
Ooops.. wrong article.
Try this..

From Robertson Stephens....

"Eric Rothdeutsch, Semiconductor/Computer Hardware

Although it is unclear what the longer- term implications are to AMD's customer relationships, its clear that in the near term, AMD's agreements provide not only a shield, but also a sword, and AMD is not afraid to wield it. We are maintaining our Buy rating on AMD.""


R. Stephens..makes a good point. However, should the economic downturn worsen and its customers decide to exit en masse, then AMD's sword may turn out to be made of plastic.

ted
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