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

To: niceguy767 who wrote (119212)	7/5/2000 10:31:34 AM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 1575173

Niceguy, This price drop is a nice buying opportunity gift that I did not expect to get before earnings. Hey, if they're going to give it to me, I'll take it. From what I gathered from CNBC this morning, the SSB guy was mostly concerned about a slow down in mobile phone handset unit growth. I guess he thinks that AMD will not be able to sell its flash memory. What an idiot. AMD has signed a half dozen long term supply agreements for flash and is completely sold out for the forseeable future. Pravin.

To: niceguy767 who wrote (119212)	7/5/2000 10:52:13 AM
From: milo_morai	Respond to of 1575173

CNBC 7/5/00 - 10:30 AM... Liz: It's 30 minutes after the hour. Welcome back to ""market watch"" on cnbc. I'm liz claman. Tyler: And, i'm tyler mathisen, hello again, everyone. Take how the markets are faring as you see the dow is down about 28 among the losers intel ibm, and sop oils exxon mobile among the dow components tyler: Let's go to martha maccallum, who is sitting in for bob pisani at the new york stock exchange. Martha? Good morning. Thank you very much. Well couple of big calls this morning. And earnings warning are obviously weighing on the market and in particular, in the technology area and that big call came out of salomon smith barney downgrading the chip stocks to neutral and that affect names like amd and texas instruments let's take a look at amd now down better than 10% in today's seg after incredible run up this has been bun of the strongest groups year to date. The semiconductor have been very strong and have had a lot of big analyst on the street like dan niles over at lehman brothers, making very strong calls in favor of the em accept group because they go into everything that technology wireless, and a lot of the sort of hand held device all sorts of things that people have just assumed will continue to grow and grow today we are getting call perhaps they wouldn't jonathan joseph from salomon smith barney saying he sees the chip industry slowing. Let's pull up texas instruments while we are going through what he said.</n> He is lowering ratings on...