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

To: AK2004 who wrote (8399)	9/13/2000 11:37:33 AM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Albert, >They did not downgrade intel. they cut earnings slightly but still very high earnings and low pe. Are there any words from Pru on this? All I see is this: - We do not believe there is a demand problem in the market and view the PC market as solid. On the margin, this is good news for Intel (INTC-64 7/8, Strong Buy), which continues to be challenged to meet demand at the low end (Celeron) and high end (Xeon). Thanks, Tony Edit, I will borrow your Pru post to the intel thread.

To: AK2004 who wrote (8399)	9/13/2000 11:41:26 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

Albert, RE:"Downgrading AMD to Accumulate from Strong Buy. Our new price target is $35 from $67." If this is post split it just further exposes the Wall Street game....the report is old and the select investors already got the report....it came out on a day when AMD was already under $30....5 under their price target... Jim

To: AK2004 who wrote (8399)	9/13/2000 1:29:53 PM
From: Petz	Read Replies (2) \| Respond to of 275872

albert, re: Pru downgrade <due to what we believe is greater than expected inventory accumulation of Athlons in a very backend loaded quarter. This could be due to mix and motherboard infrastructure issues as AMD ramps the socket A versions (pin grid array package) of Athlon and de-emphasizes the Slot A versions> I don't get it. Has anyone noticed a lack of motherboard availability recently? I haven't. And if you look on Pricewatch at the 1 GHz Athlons, there's more Slot A parts being sold than Socket A so this again implies that there are enough KT-133 motherboards around. Petz