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


To: survivin who wrote (101085)3/30/2000 4:46:00 PM
From: Jim McMannis  Respond to of 1585686
 
Survivin, thanks.
RE:"Forthcoming microprocessors from Sunnyvale, Calif.-based AMD known as Thunderbird and Spitfire are on track and there don't appear to be any manufacturing or production problems, which can often hamper the introduction of new microprocessors, Niles said."

Now where did Niles find this out?

RE:"Niles also raised his estimates on AMD for the current quarter to 50 cents a share from 41 cents; he boosted estimates for 2000 to $2.60 from $1.95 and his 2001 estimates to $3.35 from $2.50 "

Wait a minute. Niles boosts estimates current q earnings from .41 to .50 and the stock goes up $4 in a down market.
So what happens if AMD comes in at $.75 or $.95? Or a buck?

Jim



To: survivin who wrote (101085)3/30/2000 4:47:00 PM
From: chic_hearne  Respond to of 1585686
 
Somebody put a buy in, $60!!!

Trade just went through, 4:44

chic



To: survivin who wrote (101085)3/30/2000 4:47:00 PM
From: tejek  Read Replies (1) | Respond to of 1585686
 
survivin

AMD, which has been on a tear lately due largely to the success of its Athlon processor, should also benefit from forthcoming announcements by major PC makers that they will begin using the Athlon chip in some of its PCs slated for the corporate market, Niles said. The Athlon chips should start appearing in corporate PCs late in the second quarter and early in the third, he said.

Intel has long held a virtual lock on that portion of the PC market while AMD has traditionally been stronger in the consumer market.


What does Niles know they we don't? Which pc makers in the corporate market?

ted



To: survivin who wrote (101085)3/30/2000 4:51:00 PM
From: Cirruslvr  Read Replies (1) | Respond to of 1585686
 
Survivin - RE: "Niles has spoken."

I'll repost the BAM material ;) -

"Forthcoming microprocessors from Sunnyvale, Calif.-based AMD known as Thunderbird and Spitfire are on track and there don't appear to be any manufacturing or production problems, which can often hamper the introduction of new microprocessors, Niles said."

BAM!

"AMD, which has been on a tear lately due largely to the success of its Athlon processor, should also benefit from forthcoming announcements by major PC makers that they will begin using the Athlon chip in some of its PCs slated for the corporate market, Niles said. The Athlon chips should start appearing in corporate PCs late in the second quarter and early in the third, he said."

BAM BAM!!

All time closing high on the same day tech stocks get creamed.

BAM BAM BAM!!!



To: survivin who wrote (101085)3/30/2000 5:25:00 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 1585686
 
Re: <Niles has spoken>

Danny Boy only gives a year-end price target of 75? I think most of us on this thread are hoping for at least that much by the end of April.

Yes, I know that the "price target" is just a subjective figure, and that it changes with the wind. I just think with Niles so bullish on AMD, and with indications that AMD will have a rockin' year, he would have a much higher price target in mind.

Tenchusatsu