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

To: tejek who wrote (92948)	2/14/2000 1:09:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1574589

Ted, <Here it is midway thru Q1 and there is still an Intel chip shortage in spite of Intel bringing all of its quite formidable resources to bear and AMD working feverishly to make up the gap.> I think pretty much everyone understands the story now. People may not understand the full impact of what is going on but they know something has changed at 1 AMD Place and Intel can't do much about it anytime soon. Looks like PB was one of the last Intel holdouts and he is now long AMD. I am not a guy to make too many short term price movements but I am calling for $50 tomorrow (not necessarily at closing). Assumptions: - At least a couple of analysts will upgrade (if not the rating, just the price target) - No significant meltdown in the markets. Cheers, Chuck

To: tejek who wrote (92948)	2/14/2000 1:14:00 AM
From: Aaron Cooperband	Read Replies (2) \| Respond to of 1574589

Tejek - Re: "its always good to hear all the possible viewpoints in any argument." Can you explain why AMD announced a positive revenue adjustment without at the same time announcing a corresponding earnings adjustment? Re: "my current viewpoint is that Intel has yet to extricate itself from the series of snafus it set off about a year ago and that it may take Intel much longer than any Intel long would ever want" I am an INTC long, and I agree. Re: "Makes you wonder how Intel will make consensus estimates this quarter." I believe that the consensus takes this into account already. Witness the positive earnings surprise at year end. Aaron