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

To: fyodor_ who wrote (43302)	6/7/2001 9:56:25 PM
From: dougSF30	Respond to of 275872

Fyodor, to be fair, Ruiz reiterated 'an expectation that the company will achieve modest revenue growth in 2001'. That's not the same as reiterating guidance for the quarter. But if Intel can manage to make their numbers, as they claim, it should be no problem for AMD. Doug

To: fyodor_ who wrote (43302)	6/7/2001 9:59:42 PM
From: niceguy767	Respond to of 275872

fyodor: It's worth repeating: "AMD Expects Modest Revenue Growth in 2001 SUNNYVALE, Calif.--(BUSINESS WIRE)--June 6, 2001--Speaking at news conference in Tokyo, Japan today, AMD President and Chief Operating Officer Hector Ruiz reiterated the company's previous expectation that AMD will achieve modest revenue growth in 2001. Ruiz said he expects AMD will gain market share in its two principal product lines, PC processors and flash memory products. Ruiz also said there is increasing reason to believe that the personal computer market is stabilizing and will return to normal in the fourth quarter of this year. " 1. Modest revenue growth in Y2001. 2. Market share gains in flash and in microprocessors in Y2001. 3. PC market has bottomed and normal growth by Q4. Compare that to INTC's($32) conference call today and you get another reason for AMD in the $40's sooner than later!!!

To: fyodor_ who wrote (43302)	6/7/2001 11:56:37 PM
From: Harvey Allen	Read Replies (1) \| Respond to of 275872

<font color=blue>I.B.M. Finds Way to Speed Up Chips I. B.M. plans to announce today that it has figured out how to stretch silicon during standard semiconductor manufacturing, a development that is expected to allow it to start making faster, less power-hungry versions of a wide variety of microchips within two years. I.B.M. said the advances it had developed reduced resistance to electrons flowing through chips enough to bolster processing speeds up to 35 percent. While I.B.M.'s research has concentrated on processors used in computers, the power- saving potential of the new technology may be attractive to manufacturers of cellular phones and other devices that use microchips that amplify signals. "The real breakthrough is that we are using conventional manufacturing technology," said Randall D. Isaac, I.B.M.'s vice president for science and technology. Researchers have known for decades that electrons will move more freely through semiconductors if the lattice of atoms that make up such crystalline materials can be stretched without breaking any bonds. Stretching also lifts the performance of circuits formed out of negatively charged holes created by the absence of electrons, though not as strongly. But the only chips demonstrating the benefits of what is known as strained silicon had been made in academic labs one at a time or from highly specialized materials. . . . I.B.M. said it had also been able to combine its method for producing strained silicon with its previously announced technology for inserting a thin insulator under the crucial processing elements of a chip. That technology, known as S.O.I., for silicon- on-insulator, also speeds up chip performance and reduces power needs. I.B.M. researchers will present papers describing the strained silicon results and its ability to combine the two technologies at a conference next week in Kyoto, Japan. nytimes.com