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

To: eplace who wrote (119138)	7/4/2000 4:00:34 PM
From: milo_morai	Read Replies (3) \| Respond to of 1578148

FUD from anALyst CNBC 7/4/00 - 12:15 PM... for you. Who wants to address amd. >> More than happy to the answer is yes and no. It will be a successful chip in our opinion but no it is not a threat to the pentium. We still believe that intel will dominate the marketplace but they have a competitor the first time in many years. Overall we do like intel -- intel. Amd had a great run, the stock full here, the question is more concern about intel, i wouldn't be worried about it. Sue: Saw the chart of amd shows a steady advance and big move last week for amd. How would you rate the stock? >> I would rate it a weak hold. Sue: Either of the other two gentlemen, do you hold it, what would you do with it. >> I agree with a hold on amd and also would just hold intel, as i said before, i think the semiconductor world is moving away from the pc-focus more to communication-focus. Intel had l have a pretty good second half. Amd always pretty good at designs chips but can't manufacture them so like to see a couple of quarters to get the product out before i believe the story. Sue: Like not buying the first model year of a new car. I have to bring it down to basics. That is me. Jeff how do you feel? >> We don't tone at it time, pc as end market is less sexy and robust in some of the areas that paul was mention the. We own micron technology and different space in the area than the microprocessor and supply and demand characteristics in the d-ram...