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

To: Maverick who wrote (12021)	10/7/2000 10:34:16 PM
From: ajbrenner	Respond to of 275872

Re:but we will revisit both our rating and our price target once we get better clarity on the dynamics of the MPU market. I hope that better clarity arrives in about 4 days. ajb

To: Maverick who wrote (12021)	10/8/2000 11:45:04 AM
From: niceguy767	Respond to of 275872

Maverick: "we believe that due to Intel's shortfall and the fact that Intel (INTC, $48, MP) is the bellwether in the industry and the largest supplier of MPUs, AMD's stock will continue to be under pressure in the short term." Comment: That, precisely, is what has dragged AMD down...which has nothing at all to do with the fact that the companies' "earnings trends" are currently headed in opposite directions...I'm sure they'll have cause to see the error of their grossly overly simplified conclusion on Oct. 11 when AMD reports revenues well above ML's estimate of $1.24 billion and an eps well above ML's $0.62...