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

To: Mani1 who wrote (4149)	8/9/2000 4:20:47 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Mani, is this enough? >Record new orders of $3.28 billion for the third fiscal quarter of 2000 exceeded the $3 billion level for the first time in the Company's history, increasing 12 percent from $2.93 billion for the second fiscal quarter of 2000, and increasing 116 percent from $1.51 billion for the third fiscal quarter of 1999. Wasn't $3.28B the forecast? I hope there isn't a W-word number on forecasts!!! Tony

To: Mani1 who wrote (4149)	8/9/2000 4:37:32 PM
From: peter_luc	Read Replies (5) \| Respond to of 275872

Recently, there has been an incredible change in the perception of AMD by analysts and funds managers - in an extremely negative way. The more I think about it the more I am convinced that the true reason was not the misinterpretation of the well known CISCO flash statement but the pure fact that Intel launched the 1.133 GHz processor. As ridiculous as it may sound, in the general perception Intel has regained its supremacy and technological leadership. AMD is now once again (and in the eyes of many: forever) the underdog which does not have a real chance, the looser. It was just a short, unnatural episode where the sun shined for AMD ("salad days for AMD are over"). Now everything is in its right order again... What does the story tell us? AMD needs a (paper-)launch of a 1.2 GHz Athon ASAP. That's the ONLY thing that impresses the street. Look what the 1 GHz victory had done to AMD. We NEED the same again, and quickly. Just launching a 1.1 GHz chip is NOT enough. That would leave the victory to Intel. It does not matter if AMD can deliver in quantities whereas Intel cannot for five months. Good guidance, flawless Dresden ramp up, stellar earnings? Forget about it. The ONLY thing which counts is a victory in the MHz war. And for that AMD has to announce a 1.2 GHz chip. Sad but true. I cannot imagine another explanation of the recent stock moves.