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

To: xun who wrote (105894)	4/15/2000 11:15:00 AM
From: Scumbria	Read Replies (3) \| Respond to of 1575791

Panic, I am not sure if I will panic after market close on April 18th. If the stories are true, AMD stock will go through the roof. Scumbria

To: xun who wrote (105894)	4/15/2000 12:00:00 PM
From: Dan3	Respond to of 1575791

Re: here is your breakfast... Geez, I'm starting to feel sorry for Intel. Meanwhile, over at aceshardware.com is news that SUN's problems getting the Ultrasparc III out are over and that a flood of new products from them will be hitting the enterprise segment at the same time Itanium is trying to gain a foothold in that market. Any worries that Itanium profits would be used to subsidize a PIII price war by Intel were just reduced. Regards, Dan

To: xun who wrote (105894)	4/15/2000 12:00:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1575791

RE:"Several sources told me that Intel is currently only able to satisfy about 60% of the demand. The result for the vendors is pretty simple. They will either lose money or they have to move over to platforms for AMD's Athlon processor. This puts AMD in a great position, because they can easily take advantage of Intel's problems. " Demand is good, yields are in question? Jim PS...and I bought more Intel on Friday... Oh Well...figured they would have warned... I guess they could always sell some stock and get Wall Street not to add the Tax break to eranings estimates.

To: xun who wrote (105894)	4/15/2000 12:48:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1575791

panic, <http://www7.tomshardware.com/cpu/00q2/000415/index.html I am not sure if I will panic after market close on April 18th. I am scared. I pray for the first time INTC makes its number. > The evidence seems to be building. Tom claims that he is hearing this from OEMS and distys so we have three different sources saying the same thing. (Register, Kap, Tom) THIS CAN BE HUGE!!!!! I wonder if the analysts are plugged in! And I wonder if some of these folks see this as an industry problem and downgrade AMD along with Intel ;-) Chuck P.S: If someone has the email address to Ashok Kumar it may be worth sending him a link. So, that he is not overly concerned about Intel crushing AMD with pricing in Q2 and AMD not gaining market share. In Steve Harris's lingo, "what a maroon".

To: xun who wrote (105894)	4/15/2000 1:28:00 PM
From: milo_morai	Read Replies (3) \| Respond to of 1575791

Gotta love this comment.. Hope it's true "'Willamette', the highly discussed successor of 'Coppermine', is supposed to be launched at 1.3 and 1.4 GHz in Q4/2000. 1.5 GHz and above is expected for the beginning of 2001. One of the discussions I've seen recently is going on about the so-called 'MHz-gap' between the 'Coppermine' at 1 GHz and the 'Willamette' at 1.3 GHz. I don't see why this should be an issue worth going on about. Who can tell me if 'Willamette' at 1.3 GHz is even going to be faster than 'Coppermine' at 1 GHz? There are enough people who seriously doubt that, including yours truly"

To: xun who wrote (105894)	4/15/2000 8:41:00 PM
From: xun	Read Replies (1) \| Respond to of 1575791

SATURDAY GROUP: Don?t Panic! individualinvestor.com While panic seemed to overtake the markets on Friday, underlying fundamentals of companies are sound and improving. The profit picture is robust and volatility, while disheartening, is part of the new market environment that we are in. What?s more, I am encouraged by the strong profit reports out last week from chipmaker Advanced Micro Devices (NYSE: AMD - Quotes, News, Boards), computer manufacturer Gateway (NYSE: GTW - Quotes, News, Boards) and workstation pioneer Sun Microsystems (NASDAQ: SUNW - Quotes, News, Boards). I expect continued robust earnings from other tech bellwethers in the weeks ahead. Why am I encouraged by results from companies that some argue were priced to perfection? Because over the past few days many pundits have expressed skepticism over the ability of companies like Sun to hit estimates and others questioned whether there would be a resumption in PC demand following the Y2K lockdown. I have always argued that markets are rational and they weed out the excess. While this holds true today, the process of weeding out the excess has resulted in too much deflation in the prices of many solid, well-financed companies. It is those companies that investors should focus on. Why do I think the markets will come back? Because, as even Alan Greenspan concedes, we are in extraordinary times. I believe that inflation will remain in check. Competitive pressures will result in the inability of companies to pass costs onto consumers and productivity improvements are impressive and will continue. We have seen panic selling and I believe that investors have repatriated money form the markets to pay taxes this past week. I believe that there is a lot of money on the sidelines waiting to pour into the market; institutional investors are just waiting for the dust to settle down. When the dust settles, and I believe that it will soon, money will pour back into the markets. I predict that investors will look back on this time in six months as a historic buying opportunity. ......