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

To: reynoso who wrote (57356)	10/5/2001 3:40:17 PM
From: Elmer	Respond to of 275872

Wasn't Dan Scovel a strong AMD supporter? His comments are very unsettling. You should have put this in bold type as well... "What's new is the fact that AMD no longer enjoys the technical advantage its chips, until recently, held over chips made by Intel. Those who follow which company's chips perform best in the real world, now tend to say that Intel's latest Pentium 4 chips have a performance edge. AMD will try to narrow that gap with new chips as early as next week, though yet another new chip from Intel won't be far behind. " EP

To: reynoso who wrote (57356)	10/5/2001 5:15:43 PM
From: jamok99	Respond to of 275872

reynoso, "Wasn't Dan Scovel a strong AMD supporter? His comments are very unsettling." "We don't expect AMD to make money now for six quarters," says Dan Scovel, chip analyst at Needham and Co. in New York." Yes, last report from Scovel (my memory says it was ~ 1 1/2 months ago), he had cut estimates, but was the strongest bull on AMD, maintaining a target price of $40/share. I guess Elvis has left the building. Jamok