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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: tejek who wrote (134605)3/15/2001 1:29:41 PM
From: TimF  Respond to of 1583560
 
Semiconductor Sector Report

(AMD, AMCC, INTC, NVLS, AMAT, GSPN, ADI, CTLM, MTLK,
VRTA, VTSS, PSIT)

AMD: Wit SoundView lowered its EPS estimates to $1.30 for FY01
and $2.03 for FY02 due to general deterioration in the PC market,
as well as with margin pressure from reduced processor costs

Foresees added weakness in the Flash market, which will
have an impact on AMD – flash is approx 30% of revenues
Stock could be hard pressed to show a move past the
mid-$20's

netcog.com