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

To: niceguy767 who wrote (100447)	3/28/2000 12:46:00 PM
From: chris431	Read Replies (1) \| Respond to of 1574869

Chase H&Q's Sudeep Balain on how to play the semiconductor hot streak (link to full interview at the end) Q: Which major chip companies do you cover? Which ones offer the best upside potential? A: I currently cover Intel, Advanced Micro Devices, LSI Logic, STMicroelectronics, Xilinx, Altera, Atmel, and Microchip. Within these companies I cover today, I would put fresh money into AMD, Intel, Microchip, and LSI Logic at current prices. Q: Advanced Micro Devices seems to be perpetually on the verge of making a run at challenging Intel, yet they never quite get it together. Now they're beating Intel's pants off in terms of technology. Will they have the same manufacturing problems that snagged them in the last cycle? A: We believe this time around things are very different for AMD. For the first time in its history, the company has the microprocessor products to effectively compete across both the "value" and "performance" segments within the PC industry, with its largest competitor Intel. We think that AMD now has microprocessor products as good or better than Intel's, and we think the company can effectively compete with Intel moving forward. AMD is also doing extremely well with their flash products. We think it is working behind the scenes to lock in substantial amounts of demand for high-density flash products from its current customers. We are expecting a flurry of new announcements in the next six to nine months in this regard. These customer agreements will be similar to the ones that the company recently signed with Cisco and Samsung, wherein AMD will be supplying flash products worth $400 million to $450 million to both these companies over the next three years. We like the story very much. Our short-term target price is 85. Q: What is the most underrated semiconductor stock out there? A: There are two in my opinion, AMD and Xicor. businessweek.com