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

To: Paul Engel who wrote (119969)	7/10/2000 5:52:25 PM
From: 5dave22	Respond to of 1573930

Paul <"demand for the company's recent additions to the Celeron line appears to be quite strong."> That's certainly good news for us all. Demand for EVERY chip produced seems to be quite strong. The motto from the boxmakers for at least the next few months will remain, "If you can build it, we will buy it.". Dave

To: Paul Engel who wrote (119969)	7/10/2000 6:00:26 PM
From: EricRR	Respond to of 1573930

Twidle Dum and Twidle Dee? In a conference call this morning, Merrill Lynch analysts Steve Fortuna, Steven Milunovich and Joe Osha offered second-quarter projections, with Dell Computer, EMC, Intel and Sun Microsystems leading the pack. So does Merrill like Intel or don't they? netcognizance.com Author Benjamin Koppel Report Source Jennifer Westhoven (Added 7/10/2000 12:16:47 PM)Categories: Sector Reports, Stock Picks Email link to this Article Jennifer Westhoven, Financial News Jennifer Westhoven of the Financial News talks about recent Merrill Lynch views on the chip sector Last week, Salomon Smith Barney came out with negative comments on the chip sector However, Merrill is still bullish on the sector, saying that the quarter should be excellent, even through September Also, they say spot chip prices are not a problem Wall Street will also be more realistic on their growth projections for wireless handsets Merrill's favorites are: LSI, ATML, CY, AMD, BRCM, PMCS, AMCC, and VTSS Revenues should grow at 30% in the 26 stocks Merrill tracks Without INTC, however, the remaining companies would be growing revenues at 43% Merrill doesn't see much upside for either INTC or TXN