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


To: Charles R who wrote (117056)6/21/2000 10:48:00 PM
From: milo_morai  Respond to of 1574085
 
Joe Osha of Merrill Lynch

Author Maria Logan
Report Source Joe Osha
(Added 6/21/2000 11:00:01 AM)Categories: Stock Picks

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States the semiconductor sector in general is in very good shape

And the industry has not invested enough in capacity and that is actually very good for chipmakers

INTC: often treated as a proxy for the chip sector

LSI, ADI and VTSS: these companies are all geared to sources of end demand

AMD: very upbeat on the stock, see them gaining real market share not just in sub-$1,000 personal computers market, but also in higher-value machines for the first time ever

cnnfn.com

netcognizance.com

Not back considering the source eh?

Milo