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

To: AK2004 who wrote (51730)	8/20/2001 12:37:47 PM
From: wanna_bmw	Read Replies (3) \| Respond to of 275872

Albert, Joseph also says this: "We are getting signals that business for Intel is firming going into the last month of the quarter, which we take as a positive sign the company can hit the low-end of its revenue guidance of $6.2-$6.8 billion." Intel will meet guidance. wanna_bmw

To: AK2004 who wrote (51730)	8/20/2001 1:15:33 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Albert, >SSB seems to think that Intel price war would fall short of required effect on amd. Should hurt intel though I guess that's your conclusion because SSB concludes nothing like that. Thanks for the article, however, as always you do get these early and post them. You just need to learn how to interpret them. ;-) Our inputs, which have been verified through formal channels, are that business at Intel has firmed in the last couple of weeks, with the company recording both a solid uptick in units and a slight uptick in prices. This gives us greater confidence the company can at least hit the low-end of guidance ($6.2 billion in revenues, -2% qoq) in Q3. Our inputs suggest AMD is losing ground to Intel's powerful P4 push on the desktop at key U.S. OEMs like Gateway (GTW-$10, 3H), Compaq # (CPQ-$14, 3H), and possibly Hewlett-Packard # (HWP-$24, 1M). Press reports also mentioned IBM # (IBM-$105, 1M), which we believe is minor. Given that this should be partly offset by increased sale of the low-power Athlon, called Palomino, we believe the share of the desktop lost by AMD will amount to less than 5% of company sales over the next year. TV