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

To: Jim McMannis who wrote (102588)	4/6/2000 1:45:00 PM
From: Jim McMannis	Respond to of 1574854

biz.yahoo.com Advanced Micro Devices (NYSE:AMD - news) Shares are up 2 3/4 at 71 1/8 after an analyst at Salomon Smith Barney said that the chip maker is in ``serious' talks with computer manufacturer Dell. Currently, Dell uses only Intel (Nasdaq:INTC - news) microprocessors but may be considering AMD processors after Intel's recent supply shortages. Salomon also raised AMD's price target to $100 from $75. Intel was down 3/4 at 129 1/8. ---- Jim

To: Jim McMannis who wrote (102588)	4/6/2000 1:52:00 PM
From: Charles R	Read Replies (4) \| Respond to of 1574854

Jim, <Remember Tad La Fountaine? I think he lost it. Advanced Micro Devices Cut to `Buy' at Needham & Co.> I have seen Tad's moves for a while now. Tad is a value stock guy and his "strong buy" was justified on the ridiculously low valuation of AMD over the last year. It is still a value but not as much as it was before. So, I can see how he moved from "strong buy" to a "buy". Knowing how Tad works, this is not surprising at all. Chuck

To: Jim McMannis who wrote (102588)	4/6/2000 1:56:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1574854

Jim, <Remember Tad La Fountaine? I think he lost it. Maybe someone will tell him the stock is at $72....> Pretty interesting. Tad was one of the few, perhaps the only one, with a "Strong Buy" rating on AMD back when the stock was in the teens and 20's. Now that AMD broke 70, and everyone is bullish on the stock, Tad downgrades. Talk about going against the grain! Then again, most analysts are masters of hindsight. I guess Tad wants to be one of the few that tries to master the art of foresight. Still, I wonder what prompted his downgrade. Tenchusatsu

To: Jim McMannis who wrote (102588)	10/17/2000 1:35:48 PM
From: Jim McMannis	Respond to of 1574854

RE:"Remember Tad La Fountaine? I think he lost it. Maybe someone will tell him the stock is at $72.... Advanced Micro Devices Cut to `Buy' at Needham & Co. By Donna Mcdonald Princeton, New Jersey, April 6 (Bloomberg Data) -- Advanced Micro Devices (AMD US) was downgraded to ``buy' from ``strong buy' by analyst A. A. Lafountain III at Needham & Co. The price target was raised to $58 from $56 per share." ---- I remember this well...this wa one of the first press releases about it...then all of a SUDDEN the press release was changed to a higher price target...Hanky panky. Thanks for the original price target. I knew it was in the mid 50s...53 rang a bell... So Needham indeed downgraded between 27-29 post split...before it ran to 48. On top of that I think they may have changed the press release after the fact. Jim