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

To: Elmer who wrote (119410)	7/6/2000 4:50:17 AM
From: Bill Jackson	Read Replies (2) \| Respond to of 1578929

Elmer, Is the celeron SMP? or is that core broken I thought the Athlon was SMP capable, but not implemented in a chipset yet? It is my understanding that as soon as an SMP chipset is ready that the Athlons will drop in, so they are all SMP capable. yet not all Intel products are. Most are not SMP capable(I assume the celeron is still the largest volume part Intel sells)?? Intel is big in the cheap server market but has little presence in the big enterprise servers Bill

To: Elmer who wrote (119410)	7/6/2000 12:00:41 PM
From: EricRR	Read Replies (1) \| Respond to of 1578929

ANALysts, why do they do this? Advanced Micro Devices Inc.: Downgraded from "buy" to "outperform." Target price for AMD was decreased from $135 to $100 or from 25 times this year's estimate to 20 times. Joseph based this call on the company's large exposure to Flash memory. Even though he believes any downside with Flash will likely be replaced with an upside in processor profits, "however, weaker Flash by year end would likely put a damper on further earnings-per-share increases." Salomon retained its 2000 earnings-per-share estimate of $5.45. upside.com 20 * $5.45 is $109, not $100. And if he thinks this is a roundoff error, then Joe is in the wrong profession. PS- will he up his target price when AMD blows out earnings? (I say this like I believe it's a certanty, but just imagine what AMD's ASP's must be like, considering the high MHz binslplits. Would any analyst have factored in that AMD would own the high end consumer market this Quarter? And yes Intel is doing they right thing by saving their fastest chips for the business market)