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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yougang Xiao who wrote (87961)	1/18/2000 9:13:00 PM
From: Charles R	Respond to of 1574679

Yougang, <HP quietly adopts AMD's Athlon chip By Michael Kanellos Staff Writer, CNET News.com January 18, 2000, 3:25 p.m. PT URL: news.cnet.com > Thanks for posting. Not as good as a press release but better than nothing. However, I am dismayed that Kanellos is recycling the old stories from Niles and Kumar. Chuck

To: Yougang Xiao who wrote (87961)	1/18/2000 9:32:00 PM
From: niceguy767	Respond to of 1574679

Hi Yougang: Some people just don't get it. Comments like: "Despite the design win, however, many remain skeptical on the long-term outlook for AMD. In the past, Intel has stumped AMD's growth by rapidly cutting prices. Around the same time last year, in fact, price cuts from Intel--intended to dry up sales of AMD's K6-2 processor--turned AMD's profit picture around. The company went from two consecutive profitable quarters to three quarters of losses." make no considertation for the fact that "roles are completely reversed this time around...Unlike last spring when Intel could strip down the PWeeII, call it a Celeron, and undercut AMD's K-6's, no Intel chip is available to outperform the Athlon. In fact, the Celeron is in jeopardy of losing its competitive edge to beefed up K6-2's and stripped down Athlons...It is wholly nonsensical to compare AMD in Jan. 2000 to AMD in Jan. 1999...AMD is a very different company with its leading edge Athlon and AMD is a stronger company with its current product mix than at any time in its history! Tomorrow's CC will demonstrate just how much AMD has changed over the past 6 months!

To: Yougang Xiao who wrote (87961)	1/18/2000 11:52:00 PM
From: tejek	Respond to of 1574679

HP's adoption of the Athlon chip is the latest victory for AMD, which will announce earnings for the fourth quarter tomorrow after the market closes. AMD is expected to report earnings of one cent a share for the quarter, according to a consensus of analysts compiled by First Call. Although this will amount to a profit of around $1.5 million, AMD hasn't posted a profit since the fourth quarter of 1998. The company is expected to report losses for 1999 in the range of $350 million. The positive $.01 per share is up from Jan. 8th when the consensus put the earnings estimate at a negative $.06. To have earnings change this quickly is reflective of the street's rising expectations. This rapid change in expectations may work to the stock's disadvantage short term. Instead of going up on Thurs. It may go down unless AMD announces blowout earnings. Long term, of course, I believe the stock will continue on its upward trend. ted