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Technology Stocks : Intel Corporation (INTC)

INTC 37.46

+3.3%

12:21 PM EST

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To: The Duke of URL© who wrote (153658)	1/3/2002 4:23:49 PM
From: Tony Viola	Read Replies (1) of 186894

Duke, Check it out, one of the reasons for AMD's big jump today is because they're coming out with a 2ghz Athlon next week! Good old Robertson Stephens, as bad as Dan Niles can be lately, he's a million times better than whatever schmuck they have nowadays. 14:05 ET Advanced Micro (AMD) 18.39 +2.00 (+12.2%): Robertson Stephens positive on AMD, believes co sold 8.4 mln units in Q4 with an avg selling price of $80; inventories are lean, co not stuffing the channel, new 2ghz Athlon due next week, and plans on launching a new mobile product in Q1 and a new desktop product in Q2; co is likely to split microprocessor and flash units into separate organizations. Firm thinks Street numbers are too low, raises FY01 est to $0.01 from ($0.08) and FY02 to $0.12 from ($0.31). Firm is warming to PC sector in general.

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