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

To: Yougang Xiao who wrote (112132)	5/23/2000 2:27:00 PM
From: Cirruslvr	Respond to of 1582684

Dan "The Man" Niles and Erika Klauer were on CNBC just now talking about chip stocks. Niles' top pics are AMD, Micron, and Intel. He thinks AMD has strong products that compete well with Intel's. Klauer thinks both AMD and Intel are good. One of them said both have the opportunity to have a blow out Q2 because PC sales growth is still good and should be for 18 months. Other things were said, but I couldn't memorize all of it. ;)

To: Yougang Xiao who wrote (112132)	5/23/2000 2:29:00 PM
From: Chung Lee	Respond to of 1582684

Message 13442094

To: Yougang Xiao who wrote (112132)	5/23/2000 2:38:00 PM
From: niceguy767	Respond to of 1582684

Yougang Xiao: Re: "Our new Q2 EPSestimate is raised from $0.71 to $0.72, ignoring the announced charge toaccount for replacement of defective Pentium III motherboards. We are raising our 2000 EPS estimate from $3.05 to $3.10, and our 2001 EPS estimate from $3.50 to $3.60. We believe Intel is in front of some of the best microprocessor market conditions it has seen in years, and it is beginning to benefit from the aggressive technology development and acquisitions it has made in the server and communications markets over the past few years. We think Intel has become a very attractive stock on the recent correction, and we reiterate our Buy rating. We maintain our $160 12-month target price." Comment: Unbelievable: INTC currently at $115 and analyst estimates $160 12 month target based on Q2 of $0.72, Y2000 of $3.10 and Y2001 of $3.60...AMD is currently at $79 (i.e not $179 which might be more realistic!)with Q2 estimate of $1.65, y2000 of $9.50 and y2001 of $13.00, so where do you think AMD should trade 12 months out?

To: Yougang Xiao who wrote (112132)	5/23/2000 4:56:00 PM
From: tejek	Read Replies (2) \| Respond to of 1582684

What's funny is that Baucher recycled the old news to creat some FUD on AMD Yougang, I read it a little differently. Baucher is saying what some of us were saying on this thread just a couple of weeks ago; that AMD is having problems with chipset production and that will prevent it from stealing market share from Intel. This thread also speculated that rampup of Willamette may be going better than expected.....and that may be true as well. IMO this is a bad combination and could spell trouble for AMD. BTW I don't believe this is why the stock dropped today. ted