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

To: Charles R who wrote (95234)	2/26/2000 9:07:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1574855

Charles - <This is one of the strangest reports I have seen coming from Niles. EPS has gone up by $0.30 for 2000 and $0.50 for 2001 but neither the rating nor the target price have gone up.> I was of the understanding he DID raise his price target from 125 to 150. PB

To: Charles R who wrote (95234)	2/26/2000 9:16:00 AM
From: niceguy767	Read Replies (1) \| Respond to of 1574855

Charles: Re: "Costs will be lower this quarter (0.18 migrations), ASPs will be better (better mix of Athlons) and Flash margins will go up. This is sub-par for Niles. I am surprised he has comeup with such weak analysis. Niles is slacking off." Comment: A very succinct and, imho, accurate evaluation! Niles assessment is nothing short of gibberish!