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

To: steve harris who wrote (120266)	7/13/2000 4:16:52 PM
From: Joe NYC	Respond to of 1583679

steve, Kumar: "The big product that’s coming out in the fall is the Willamette. This is the first new micro architecture the company’s introduced in the last five years. It’s extremely important that the execution goes as planned, otherwise, the company, essentially has a product portfolio that’s not very competitive against AMD (AMD: news, msgs)." cbs.marketwatch.com I guess this is the first time I don't see much to disagree with Asshook. Joe

To: steve harris who wrote (120266)	7/14/2000 12:27:44 AM
From: milo_morai	Respond to of 1583679

CNBC 7/13/00 - 6:55 AM... >> Tyco has been an adversary of ours for awhile as you probably know. The fcc came out and forced the company to restate six different items in the recent financial statements. Everybody feel this is is over however tyco has not yet heard from the division of enforcement yet and we don't believe the fat has necessarily sung. Bob: How much lower? >> 30% Lower at least. Remember the company earnings only about $1.53 For the twelve months ended 9/30 which charges of 91 cents so massive amount of charge taking here. Bob: Intel you also don't like and this company, the second largest market cap at this point, somewhere in the top three. Why don't you like intel? >> The market share has declines, if you watch the pc ads today, more and people talking about AMD inside. Bob: Does it t have to decline when you have an industry growing? >> The industry is slowing down, transmeta is a new competitor that just got 6 design wins out of the pc expo. Amd is picking up a lot more share, talk about windows 2000 slowing down over what people had expected. The pc growth is not on fire as it has been in the past. Bob: Idec pharmaceuticals, what do they do? >> Idec pharmaceuticals is a company that makes a drug retuxin oh mc. Even the analysts have estimate of $700 million this. Is a company that has $5.5 Billion market cap. There is already a slowdown in sequential growth and the second product is a couple years away, facing already a... tveyes.com Milo