Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tejek who wrote (125983)	10/13/2000 1:22:51 AM
From: milo_morai	Read Replies (1) \| Respond to of 1579810

<font color=brown>Other analysts had a more positive outlook for AMD, however, predicting solid demand and that supply issues would be a short-term problem that would self-correct. Company executives noted in a conference call it would be "hard-pressed to meet demand." "Management claims the microprocessor shipment unit is going to be constrained by chipset availability from its partners," Needham & Co. Inc. analyst Dan Scovel said. "We're not convinced it will be as bad as they say, and even if it is, if fixes itself in the next quarter." Scovel cut estimates for the fourth quarter, but maintained a strong buy rating on AMD. He noted that the stock's price has already fallen in recent weeks by association with earnings warnings by other chipmakers. In the microprocessor market, AMD is a chief competitor with Intel Corp. , which warned last month that third-quarter revenue would fall below forecasts because of weak demand for its microprocessors in Europe. ragingbull.altavista.com

To: tejek who wrote (125983)	10/13/2000 1:59:05 AM
From: Petz	Read Replies (1) \| Respond to of 1579810

ted, low PE stocks, yea, I just looked at another semi eqpt related stock COHU. Its trailing PE is 7.67 and volume has been drying up on the decline. Last time I looked, it was at 30, now it's 15. It's percentage decline in this cycle exceeds anything in its 12 year history. quote.yahoo.com Petz