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

To: milo_morai who wrote (63722)	11/14/2001 10:59:58 PM
From: Joe NYC	Read Replies (3) \| Respond to of 275872

Tim MacEachern (lurker) sent me this article: The Globe and Mail (Toronto) Tuesday, October 30, 2001 "VOX" column, lead item, page B13 Writing on wall suggests it may be time to short AMD AMD and archrival Intel are locked in a death spiral, and Intel will be on top when they hit the pavement. Owning AMD in good times was a delight for investors. From 1999 to 2000, for example, the chip maker's revenue grew 64 per cent to $4.6-billion. Its operating results rose to a profit of $890-million from a loss of $320-million, which hints at the leverage. Intel's revenue growth was 15 per cent, while its profit rose about the same. But just as leverage is a good thing in good times, it's bad in bad times. So far this year, AMD's revenue is down 15 per cent to $2.9-billion. Its operating results are down 90 per cent. Intel's having a tough time, too, with revenue off 35 per cent, compared with last year. But with higher profitability, you can absorb some aggressive price-cutting without tripping into the bad. Although Intel's operating margin is down to 6 per cent from a prior three-year average of 32 per cent, it's not losing money. AMD is unlikely to be profitable this year, which will make 2001 the third year since 1998 that it loses money from its core business. (Intel, despite the falling margins, has been solidly profitable throughout the period.) As the personal computer market continues to weaken, so will AMD's results. AMD is severing limbs and parting with employees. But such a research-and-development-intensive business needs scale, and as it downsizes, so do its prospects. It looks like a good short from here. ----- stock price on the close before the article was written: $9.56 Joe

To: milo_morai who wrote (63722)	11/15/2001 10:55:09 AM
From: Windsock	Read Replies (1) \| Respond to of 275872

SWEET !! newsalert.com. November 14, 2001 08:00 SGI Announces Silicon Graphics 750 Developer Bundle for Linux SGI Makes Development on Itanium Processor-Based Systems Using Linux Easier MOUNTAIN VIEW, Calif., Nov. 14 /PRNewswire/ -- SGI (NYSE: SGI), the world's leading provider of high-performance computing, complex data management and visualization products, solutions, and services for technical and creative users, today announced that the Silicon Graphics(R) 750 Developer's Bundle is available for immediate shipment. This announcement demonstrates SGI's ongoing commitment and leadership in enabling customers to prepare for future Intel(R) Itanium(TM) processor-based products using Linux(R) operating system. The Silicon Graphics 750 Developer's Bundle is based on the Silicon Graphics 750 system, which was the first in a series of products scheduled to be introduced by SGI based on the Itanium processor and Linux. The bundle combines this cutting-edge microprocessor architecture with development software and tools to provide a complete development environment at an attractive price. The Silicon Graphics 750 system and Developer Bundle is available through SGI channels priced at $19,995 (U.S. List). "Many high performance customers are considering the Itanium Product Family and Linux in their strategic planning. The Silicon Graphics 750 bundle provides an excellent development environment to help them with evaluation of these new exciting developments in 64-bit computing," said Greg Estes, vice president of marketing, SGI. "SGI is committed to providing leadership for Linux with products and solutions based on the Itanium processor." The bundle features the SGI(TM) Scientific Computing Software Library (SCSL), a comprehensive collection of scientific and mathematical functions optimized for systems from SGI. In addition, the bundle offers a variety of high-performance software and tools from the Numerical Algorithms Group (NAG), including the NAG Fortran and C libraries, NAGware f95 compiler and NAG IRIS Explorer(TM), as well as various other tools. These tools, bundled and validated with the hardware for convenience, provide the ultimate platform for technical developers. "We are pleased to offer the NAG libraries and tools as part of the Silicon Graphics 750 Developer's Bundle," said Brian Ford, director and president, Numerical Algorithms Group. "The mathematical, statistical and data visualization capabilities offered by NAG combined with the power of the SGI systems create a complete, robust platform for applications development on Linux and Itanium." The Silicon Graphics 750 Developer's Bundle delivers a powerful dual-processor Silicon Graphics 750 workstation running Linux as well as optimized libraries, compilers and tools for an affordable price. For more information about this offering and availability, visit the Web site at www.sgi.com/workstations/750/ or stop by the SGI both 707 or the NAG booth 516 at the upcoming SuperComputing 2001 event in Denver, Colo. About NAG The Numerical Algorithms Group, NAG, has over 30 years' experience in developing, porting, distributing and supporting numerical and other scientific software. NAG supplies a range of software libraries, compilers, tools, data visualization applications and associated products for the professional programmer in business, industry and education. When results matter, trust NAG. NAG has headquarters in Oxford UK and offices in Chicago, Munich and Tokyo, as well as distributors worldwide. For more information visit www.nag.com. About SGI SGI, also known as Silicon Graphics, is the world's leading provider of high-performance computing, complex data management and visualization products, services and solutions that enable its technical and creative customers to gain strategic and competitive advantages in their core businesses. Whether being used to design and build safer cars and airplanes, discover new medications and oil reserves, predict the weather, entertain us with thrilling movie special effects or provide mission-critical support for government defense, SGI systems and expertise are empowering a world of innovation and discovery. The company, located on the Web at www.sgi.com, is headquartered in Mountain View, Calif., and has offices worldwide. NOTE: Silicon Graphics is a registered trademark and SGI and the SGI logo are trademarks of Silicon Graphics, Inc. IRIS Explorer is a trademark of Silicon Graphics, Inc., used with permission by NAG. Intel is a registered trademark and Itanium is a trademark of Intel Corporation. Linux is a registered trademark of Linus Torvalds. All other trademarks mentioned herein are the property of their respective owners. NAG is a registered trademark of The Numerical Algorithms Group Ltd. CONTACT: Media, Marla Robinson, +1-256-864-3426, or marlar@sgi.com, or SGI PR Hotline, +1-650-933-7777, or SGI PR Fax, +1-650-932-0737, all of Silicon Graphics, Inc. (Logo: newscom.com ) MAKE YOUR OPINION COUNT - Click Here tbutton.prnewswire.com SOURCE Silicon Graphics, Inc. /CONTACT: Media, Marla Robinson, +1-256-864-3426, or marlar@sgi.com, or SGI PR Hotline, +1-650-933-7777, or SGI PR Fax, +1-650-932-0737, all of Silicon Graphics, Inc./ /Photo: newscom.com AP Archive: photoarchive.ap.org PRN Photo Desk, 888-776-6555 or +1-212-782-2840/ /Company News On-Call: prnewswire.com / /Web site: nag.com /Web site: sgi.com (SGI)