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 (130535)	1/18/2001 9:29:03 AM
From: stribe30	Read Replies (1) \| Respond to of 1571940

Ted: the analysts seem to like the AMD report, regardless of down sales: Robertson Stephens Upgrades AMD to BUY Message 15201970 From Joe Osha: Advanced Micro Devices K7 chugs along --ACCUMULATE -- Long Term BUY "AMD deserves credit during a tough quarter for keeping a handle on inventory.. Some simple math indicates that AMD’s market share is improving where it matters. Although overall unit volume was flat sequentially, K7 volumes were up from 3.6 million to 5 million in a quarter that Intel’s unit volume was flat at about 30 million units..... delivers a decent outlook as well.. ... We expect market share gains to continue over the course of the year – Intel has little ability to respond to AMD until it can begin to drop PIII prices aggressively, which we don’t see happening until the end of 2001 at the earlier. "We reiterate our intermediate-term Accumulate and long-term Buy recommendations – we regard AMD as a more attractive investment opportunity than Intel at the current price" Message 15201710

To: tejek who wrote (130535)	1/20/2001 9:30:41 PM
From: hueyone	Read Replies (2) \| Respond to of 1571940

re: The company currently projects that sales of its flash memory products will grow modestly in the first quarter from the levels of the fourth quarter of 2000, with substantial growth for the year as a whole. Did the company give any percentage numbers for expected growth rate for its flash memory products this year? I am wondering what "substantial" means. Also, does anyone know the break down for actual flash revenues versus the rest of AMD's business? Thanks in advance.