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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Night Writer who wrote (87106)	11/27/2000 4:20:50 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

This poor sad stock just can't hold any gains. It's been in the 23-25, or lower, range going on 2 years. In the meantime, INTC and MSFT have bottomed and begun to rebound. Guess I was right when I told MeDroogies that I shoulda swapped out of my CPQ and bought INTC in the 34 range recently. Looks like 30 by 12/31 may be nothing more than very wishful thinking. A good word or two from Houston would be helpful. El

To: Night Writer who wrote (87106)	11/27/2000 7:16:25 PM
From: Elwood P. Dowd	Respond to of 97611

AMD Shares Fall After Analyst Warns of Weak Demand (Update1) By Ashley Gross Sunnyvale, California, Nov. 27 (Bloomberg) -- Shares of Advanced Micro Devices Inc., Intel Corp.'s biggest rival in the microprocessor market, fell 8.7 percent after an analyst cautioned that demand for personal-computer circuit boards remains weak. Advanced Micro shares fell $1.81 to $19. The shares have gained 31 percent this year, compared with an 11 percent drop in the Philadelphia Semiconductor Index. Sales in Asia in November showed that demand for so-called motherboards, which contain microprocessors, memory and other chips that run PCs, wasn't ``up in any meaningful way from sales in October,'' wrote Robertson Stephens analyst Eric Rothdeutsch in a report. AMD and Intel, which both make PC chips, might be forced to accelerate price cuts in coming weeks, he said. Concern over PC sales has been mounting in recent weeks. Intel shares fell earlier this month after Morgan Stanley Dean Witter & Co. analyst Mark Edelstone cut his profit forecast for the No. 1 chipmaker, saying competition was heating up just as PC sales were waning. Intel shares were unchanged at $43.94 today. They have risen 6.8 percent this year. `Pure Speculation' AMD spokesman John Greenagel said Rothdeutsch's report of accelerated price cuts was ``pure speculation.'' ``We have a regular plan where we reduce prices on new products to stay competitive,'' Greenagel said. Sunnyvale, California-based AMD will have shipped a record 28 million PC processors by the end of the year and the market is healthy, he said. ``The market continues to grow and we're looking for high- teen growth next year,'' Greenagel said. ``It is a competitive environment, but on the other hand, it's a decent business.'' AMD's chips are incorporated into chipsets manufactured by Taiwan's Via Technologies Inc., the world's No. 2 chipset company, Greenagel said. There's been no slowdown in demand, he said. ``Via is having the best quarter they ever had,'' Greenagel said. MMM Last week, Santa Clara, California-based Intel began selling its long-awaited Pentium 4 processor that can run at speeds of 1.5- gigahertz, faster than AMD's flagship Athlon chip. Intel is trying to win back market share from AMD, which was able to capture business as Intel failed earlier this year to make enough chips to meet demand.