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

To: kash johal who wrote (30935)	3/8/2001 11:55:28 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

kash: "And my big earnings worry is FLASH....FLASH and more FLASH." AMD did lower their flash estimates for Y20012 days ago and yet still reiterated the $2.00 Y2001 eps projection...Got a feeling that you are all caught up in the INTC funk which has very little to do with AMD, imho...I'd estimate that 25% of INTC's current woes are market related (VIA strengthening by the month) and 75% AMD related owing to purchasing deferrals by long standing clientelle giving INTC the benefit of the doubt (allegiance card) over the past year...The allegiance card time frame has run out...Time for INTC to pony up or suffer slippage of longstanding clientells to AMD superior price/performance offerings...

To: kash johal who wrote (30935)	3/9/2001 12:14:10 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Kash, I have ZERO confidence in Duron sales hitting 3.5M. I agree that Duron will be a weak spot. But AMD doesn't need Duron to sell 3.5 million to have a good quarter (if flash doesn;t collapse). 3 million Durons at $ 50 is enough to assure acceptable quarter eps in 30s. Since AMD is still projecting 30+ % growth in flash, the $hit has apparently not hit the fan, and flash should be acceptable this Q. (flat to 5% growth) Joe