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

To: Epinephrine who wrote (104955)	4/13/2000 8:34:00 AM
From: Gopher Broke	Read Replies (2) \| Respond to of 1573763

Re: Intel upgraded on AMD's strength Looks like a definite "Buy Intel so my clients can unload" kind of an upgrade to me.

To: Epinephrine who wrote (104955)	4/13/2000 9:18:00 AM
From: steve harris	Read Replies (1) \| Respond to of 1573763

Epinephrine, looks like it was David Wu, ABN AMRO. Upgrades inTeL based upon AMD's conference call. Yields are great, ramp is fine............ Sweetspot is 550 Mhz. Make it so, Mysef

To: Epinephrine who wrote (104955)	4/13/2000 12:16:00 PM
From: tejek	Read Replies (2) \| Respond to of 1573763

Absolutely unbelievable!, Bob Pisani on CNBC just reported that some analyst (I am sorry, I didn't catch the name) upgraded Intel based on AMD's conference call. The analyst justified it by claiming that if AMD with it's reliance solely on the consumer market was willing to forecast a strong 2nd quarter then that must be extra good for Intel. But Bob Pisani had a hilariously sceptical air while reporting this and said that "that is sure an interesting way of going about an upgrade" LOL :) I am not surprised; I suggested that in a post last nite. Its a good thing that AMD posted results first. Intel is still the king and the king always gets better treatment. ted