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

To: dale_laroy who wrote (13905)	10/14/2000 11:11:43 AM
From: Nazbuster	Read Replies (2) \| Respond to of 275872

Intel finally bites the bullet edtn.com Intel at last has acknowledged it has big problems in the factory. Its management shuffle this week was viewed by industry watchers as a major move to clean up its manufacturing act in advanced processors. For two years now, the MPU giant's attempts to rush into production with new central processors has been plagued with chronic manufacturing problems. This has delayed shipments, cut revenues, and opened the door for archrival Advanced Micro Devices to gain ground in the x86-based microprocessor wars. Albert Yu, who led Intel's MPU development for 16 years, appears to be the big loser. He is out as co-general manager of Intel's Architecture Group. He was moved to a new job [as yet untitled] heading up the company's optoelectronics activities. The big winner was Paul Otellini, formerly executive vice president and co-general manager of the Intel Architecture Group. He was named sole manager. He will work closely with Mike Splinter, who also was just promoted to executive vice president of Intel's Technology and Manufacturing Group, to guarantee the successful ramp of key products. In their expanded roles, the two execs will oversee the migration of the Pentium III processor to Intel's new 0.13-micron technology next year and will try to accelerate the ramp of the upcoming Pentium 4. "Mike Splinter and Paul Otellini have all the resources under their control needed to move faster and be more successful in this area," maintains CEO Craig Barrett. The move comes at a critical time for Intel in terms of manufacturing. "I don't think Intel is falling flat on its face," says Tony Massimini, analyst at Semico Research. "But I think Intel is being pushed by AMD much faster than [Intel] expected." Intel's manufacturing woes started in late 1999 when it wasn't able to ship enough processors to PC manufacturers, causing a shortfall in computer sales at its largest customers. "There are a number of customers that have been shorted by Intel over the years," says Joe Osha, analyst for Merrill Lynch.

To: dale_laroy who wrote (13905)	10/14/2000 11:49:58 AM
From: niceguy767	Read Replies (2) \| Respond to of 275872

dale: ". I think AMD will get hammered by Intel's earnings report and would like to have my purchases at safer price points." Comment: Given the seeming irrational market response to AMD over the past 3 months,and the past week in particular, nothing will surprise me come next Wednesday, once INTC "facts" have been presented...Seems to me an AMD at $40 would already factor in every conceivable AMD negative...An AMD at $22, it would seem is erroneously factoring in just about any conceivable negatives currently surrounding its competitors...