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

To: Tony Viola who wrote (28259)	2/13/2001 10:31:42 AM
From: redbird	Read Replies (4) \| Respond to of 275872

Hi Tony. Many times CNBC reviews the analyst's logic for truth. The INTC downgrade cited a price war between AMD and INTC as the reason for the downgrade. INTC is lowering prices, AMD is not. Because AMD only has 17% of the market, a small gain in market share is a large gain to AMD and a small loss to INTC (8% gives AMD 50% more sales). AMD has untapped markets (server and laptop) to enter. Lastly AMD is not even fairly valued for a cash cow company (no growth, but profitable). INTC is valued for earnings and has a large growth premium. All in all I would like to hear a truthful in depth evaluation from CNBC. Redbird

To: Tony Viola who wrote (28259)	2/13/2001 11:46:36 AM
From: Joe NYC	Respond to of 275872

Tony, The main point is deterioration in desktop, whereas he expects notebooks and servers to still show double digit growth. May I remind you who does essentially all the server chips, which I strongly expect to continue, and we'll see about notebook chips. Could it be the same company that just yesterday reiterated the 15% revenue decline? How do you reconcile this with double digit growth in servers, notebooks, 50% growth in networking? How much would the desktop chips need to decline for the rosy outlook in other areas to be true? My guess is that Galvin (whoever the person is) is looking at trailing numbers. Joe