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

To: AK2004 who wrote (64679)	11/30/2001 12:10:53 PM
From: tejek	Read Replies (1) \| Respond to of 275872

Albert, the article below gives some substance to rumors that Intel has been doing better than expected this quarter. According IBD, the stock has an A rating and is under heavy accumulation...first time this year. Furthermore, D. Niles has been really bearish on the chip sector up until this fairly small upgrade in Intel's EPS for the quarter. I think its due more to Dell's taking market share than the P4 being a must have chip. _______________________________________________ Intel Having Trouble Meeting Processor Demand, Report Says By TSC Staff 11/28/01 9:27 AM ET Intel (INTC:Nasdaq) was lower in the premarket after a report said it's having trouble meeting demand for its Pentium 4 microprocessor. An Intel spokeswoman told Bloomberg the company is "trying to remedy the tight situation this quarter." The chipmaker has slashed the Pentium 4's price by 84% in its first year as it contends with a big slump in computer demand.

To: AK2004 who wrote (64679)	11/30/2001 12:35:18 PM
From: heatsinker2	Read Replies (1) \| Respond to of 275872

Albert- Does Lehman imply that amd lost more than half of it's market share? I don't understand. Where does Niles imply this?