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

To: Scumbria who wrote (117054)	6/21/2000 10:44:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 1570981

Where are those DDR machines you were touting for so many months? Tom says we can't see a DDR platform till October. Then in November we get to see maybe more than one machine.<LOL>

To: Scumbria who wrote (117054)	6/21/2000 10:44:00 PM
From: milo_morai	Respond to of 1570981

Dan Niles, Lehman Brothers: Author Lynn Report Source Dan Niles (Added 6/20/2000 7:07:16 AM)Categories: Market Views, Sector Reports, Stock Picks, Stocks To Watch Email link to this Article Dan Niles, Lehman Brothers: INTC, AMD, EEEE On INTC: In the last 9 months, they've been held back by demand growing higher than supply His feeling is they can now expand production to the 10-15% range Based on that he raised his numbers for Q3 and Q4 Beginning of 2000 they said they would spend 5 billion on capital expansion Boosted it to 6 billion the very next Q The spending is now starting to pay off in terms of better manufacturing efficiencies and yields Pushing higher as they get into the Unix server market Not sitting still, moving, doing best to combat Transmetta on the low end On AMD: Best success story he's had There's a lot more upside On a P/E basis, still trading in low 20's, no reason stock can't go up another 30-50% from here Duron will be a big plus for them On the PC market: The sub-600 market for PC's is starting to shrink as people are starting to buy more powerful machine This is what EEEE is having to deal with netcognizance.com There goes INTELS 600mhz sweet spot. Milo