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

To: xun who wrote (104040)	4/11/2000 9:31:00 PM
From: eplace	Respond to of 1577019

panic mob...re:article...re:With the rollout of Windows 2000, PC shipments should grow 20% this year, and that means 20% growth for AMD, even if it just holds on to its market share, says US Bancorp Piper Jaffray analyst Ashok Kumar, whose firm is not an underwriter of AMD. He rates the stock a strong buy. He's skeptical, though, that AMD can continue to grow for long. This is a peak year for PCs, he argues, and the popularity of non-PC Internet devices could start to cut into PC growth next year. That could hurt AMD, which doesn't have much to offer outside of PC chips. Meanwhile, Intel will launch its high-speed Willamette processor this summer, and that should take some wind out of the Athlon's sails. panic, that middle line in the middle of the last paragraph is interesting. If Kumar ever figures out that AMD has that amazing and growing flash business, watch out. Ed P.

To: xun who wrote (104040)	4/11/2000 9:37:00 PM
From: Mani1	Read Replies (2) \| Respond to of 1577019

panic Re [article] <<PC shipments should grow 20% this year, and that means 20% growth for AMD, even if it just holds on to its market share, says US Bancorp Piper Jaffray analyst Ashok Kumar, whose firm is not an underwriter of AMD. He rates the stock a strong buy.>> Hah? Did Kumar change his rating from hold to strong buy? I think the article is wrong. Mani

To: xun who wrote (104040)	4/11/2000 10:12:00 PM
From: tejek	Respond to of 1577019

He's skeptical, though, that AMD can continue to grow for long. This is a peak year for PCs, he argues, and the popularity of non-PC Internet devices could start to cut into PC growth next year. That could hurt AMD, which doesn't have much to offer outside of PC chips. Meanwhile, Intel will launch its high-speed Willamette processor this summer, and that should take some wind out of the Athlon's sails. Either this is a typo or it plays right into the writer's doom and gloom scenario for AMD posted by Mani last nite. ted