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

To: Alighieri who wrote (126015)	10/13/2000 2:54:22 PM
From: tejek	Read Replies (2) \| Respond to of 1583677

My take..the article is fair in the sense that it is a reminder of the fact that Intel is much more broadly owned than AMD. The message here is that analysts are catering to their beaten down, aching, Intel owning clients. I am becoming convinced that analysts "allow" AMD stock to move up only if that upward motion does not come at the expense of Intel.. Al, Intel gets special treatment because its a Dow component and a sector leader but that did not stop AMD moving from $18 to $95. Why would the analysts not want both to go up? When AMD was going up, fund participation in the stock increased dramatically (and not at Intel's expense). Everyone loves a winner. Having said that, there were some things wrong with AMD's earning report. ASPs were down....we have talked about that forever. However the thing that hasn't had much discussion is the jump in receivables and inventory. Now what is that all about? I think I know but if I were an analyst, I would wait and see how the AMD analyst conference goes, and how Q4 is panning out before I would commit all my company's fund $$$ or my clients' $$$ to AMD right now. In addition, AMD has got to show 2001 EPS estimates higher than 2000's; investors want YOY growth in both EPS and revenues. I think we will see AMD go up in the next few weeks but slowly until these issues get cleared up. and this is the thing that Sanders has not understood yet, evidenced by his penultimate anti Intel rant on CNBC the morning after...(why does he do that??? very frustrating and low class). Sanders is not a good guy, corporate type....he grew up on the streets of Chicago....that's why he is an entrepeneur. AMD needs him now more then ever....when AMD gets to be buttoned down in a couple of years, then I think Sanders role will become superfluous. And for him, Intel is what gets him going in the AM; its kept him going during AMD's bad times. In my estimation, whatever works to make the Athlon happen is fine with me. ted