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

To: Dan3 who wrote (20766)	11/27/2000 8:53:09 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Dan3: "The market is too busy trashing AMD for a ficticious future price cut to pay any attention to defective Intel systems being pulled off the shelves in stores across the country. It's really quite amazing." In today's downdraughbt, it is interesting to reread Needham & Co's Nov. 13 AMD overview by Dan Scovel (albert's post #18821) where AMD is recommended as a strong buy with a price target of $58...based upon 8 to 9 million microprocessors in Q4 and 40 million in Y2001, continuing and unabated evolution of strong microprocessor products through Y2001 and flash demand strong as far as the eye can see in aan environment where AMD is purported to be the lowest cost producer... The only significant change that has occurred since the Nov. 13 report is the P4 introduction, which based on current benchmarks and apparent production glitches, would have to be construed positively for AMD, given the pre-release hype about it being an Athy-killer...Just today, an AMD spokesperson reiterated the 28 million target for Y2000, reassured the investing community that production schedules are on target, and that the 1.2 gig Athys will be released to retail in December...Business as usual at AMD...