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

To: redbird who wrote (39551)	5/14/2001 11:34:06 AM
From: niceguy767	Respond to of 275872

redbird: "AMD positioned to compete aggressively in notebooks and server/workstations in 2HCY01. AMD has new Athlons (code name Palomino) for the mobile and server/workstation markets scheduled for shipment in June. We believe that Intel's mobile P3 is not as scalable as AMD's mobile Athlon and that, as a result, AMD has an opportunity to take share from Intel in the performance end of the notebook market. Workstation/servers are also a big opportunity for "AMD, as they represent the high-margin business that AMD has historically not served. We believe that, beginning in the 2HCY01, revenues from this market will grow from a base of essentially zero. Next year, with AMD's expected launch of the Sledgehammer and Clawhammer chips, we should see more share gains and margin expansion." Nice to see someone in the investment community without blinders!!!

To: redbird who wrote (39551)	5/14/2001 12:59:52 PM
From: Win Smith	Read Replies (4) \| Respond to of 275872

Analyst: Intel may miss targets news.cnet.com Redbird, here's a CNET article on the Thomas Weisel Partners report. Ross said in a note that Pentium 4 unit shipments will be "well under plan" in the second quarter and throughout the rest of the year. For the second quarter, Ross said chip shipments could come to only around half of the 3 million units the company hoped for. On a related note, on pricewatch the 1.7 P4 can now be had for $349, a few bucks below the official q1000 price. Athlon 1.33 still in short supply, though.