Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: xun who wrote (93635)	2/16/2000 6:09:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1571898

Re: "Elmer, I can't believe you are that stoopid!" panic mod I can't believe you can't read any better than this. I was talking about the DEMOs. Here it is again: "That puts them about 36% behind Intel's demo" EP

To: xun who wrote (93635)	2/16/2000 7:43:00 PM
From: xun	Read Replies (1) \| Respond to of 1571898

A brief summary of the RadioWallStreet interview radiowallstreet.com wrt AMD: - demonstrated 1.1GHZ Athlon last week with copper, very cool (wrt temperature) and small. - will demonstrate 1.2GHZ Athlon this week (don't mention what kind, guess T-Bird). - world leading flash business with cross-the-board products. - first time in history, attack Intel in the mainstream CPU segment. - will do very well in 2000 and likely well into 2001. - Asia is very strong in demand. - doesn't mean Intel will suffer badly from AMD competition. - Intel and AMD will co-exist in this year. EDIT: - target $75 and will adjust frequently. - expect earnings of $2.35 this year and 3.25 next year. - current multiple of about 15 times, is too low:~) - AMD could be the hotest stock this year :~))) OT: - very bullish on LSI. - semi in general has 3-4 good years on the way up. Gotta have dinner now. Regards, panic_mob