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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Scot who wrote (219)	7/7/2000 5:23:01 PM
From: survivin	Respond to of 275872

A few interesting links Here are some links to pass time on a surprisingly slow news day. Capital spending up as slowdown looms By Anthony Cataldo and J. Robert Lineback EE Times TOKYO — Only a year into the roaring semiconductor-sector recovery, the end appears near. Enormous capital outlays in Japan, combined with lessening materials shortages and shrinking product lead times, are prompting some analysts to suggest that the nearly $200 billion market will cool markedly starting a year from now and enter a period of price-plummeting overcapacity. "It is beginning to feel a lot like 1995... eet.com Analysis: The Intel-Rambus mystery deepens By Jack Robertson Intel Corp. these days may be watching the price of Rambus Inc. stock closer than any investor. The Big I could be closing in on the right to buy 4 million Rambus shares at a ridiculously low $2.50 each. At last week's Rambus stock price, which hovered around $100 a share, that's a cool $390 million windfall ... The biggest change is the benchmark criterion Intel must meet to exercise its warrant to buy the 4 million Rambus shares. The MPU maker needs only to ship 20% of its total chipsets in any two quarters with either a Rambus-1 or Direct Rambus-2 interface. The original agreement set the 20% mandate for two consecutive quarters. That's a big difference. Intel might actually have qualified in Q1 of this year with its big push on 820 and 840 Rambus-enabled chipsets, combined with losing non-Rambus chipset sales to Via Technologies Inc. and other rivals. Another big Intel spike in Rambus chipset shipments in Q3 with the Tehama for the Willamette processor could meet the Rambus stock benchmark... ebns.com Why Intel scuttled 800MHz Xeon zdii.com

To: Scot who wrote (219)	7/7/2000 9:02:53 PM
From: Scot	Respond to of 275872

I mentioned earlier I would look up the last s&p outlook and post it (dated May 25, 2000): Message 13776372 NEW YORK -(Dow Jones)- Standard & Poor's Wednesday revised its outlook on Advanced Micro Devices Inc. (AMD) to positive from stable. At the same time, Standard & Poor's affirmed its ratings on AMD. "The outlook revision is based on indications that the company has strengthened its product line, and that recently improved financial results may be sustainable. "The ratings on AMD reflect the challenges the company faces in executing its business plan in a very competitive market. Sunnyvale, Calif.-based AMD manufactures personal computer microprocessors and flash memory chips," the ratings agency said. OUTLOOK: POSITIVE "Good operating results at the Dresden (Germany) factory and sustained financial performance near recent levels could lead to higher ratings," S&P's said. RATINGS AFFIRMED RATING Advanced Micro Devices Inc. Corporate credit rating B Senior secured debt B Subordinated debt CCC+ Bank loan B+