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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (165823)	6/6/2002 12:36:15 PM
From: miraje	Read Replies (2) \| Respond to of 186894

This sort of thing makes you wonder... Who's agenda is being served? (Credit to 1podstock at the link below for this post) Message 17564499 the two faces of Merrill Lynch -- Today! 06:47 ET INTC Intel downgraded by Merrill Lynch (28.18) Merrill Lynch downgrades to near-term NEUTRAL from Strong Buy; believes company will have to be conservative in its mid-qtr update this afternoon, and that the prospects for sequential growth in the Jun qtr are quickly fading; believes 2003 capex will be flat but doesn't expect comments on that in today's call; stock down 1.07 at 27.11 pre-market. 06:59 ET Merrill Lynch downgrades semis In addition to the Intel downgrade noted in the 6:47 comment, Merrill downgraded Texas Instruments (TXN), Linear Tech (LLTC), Semtech (SMTC), and Triquint (TQNT) to near-term NEUTRAL; downgraded Analog Devices (ADI) and Maxim Integrated (MXIM) to near-term BUY; cites valuations and deteriorating risk-reward. Month Ago! May 6 2002 8:35 AM In Play Positive comments on semis by Merrill Lynch : Merrill Lynch believes that the past two weeks represent the biggest decoupling of industry fundamentals and stock prices since April of 2001, and that April 2002 would have been a great time to buy semi stocks as the industry's recovery becomes increasingly apparent; based on the themes of portability, market share gain, and pricing power, firm would be buying shares of MCHP, MRVL, ADI, MXIM, and INTC.

To: Tenchusatsu who wrote (165823)	6/6/2002 12:59:37 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

Thread, AMD's Hammers likely to be delayed: Another word... "ouch!" Here's some interesting points: "The systems and the process appear to be far from ready, with one of these sources telling the INQUIRER that AMD was experiencing some real difficulties moving from .18 micron to .13 micron technology, and that it needed to put quite a few elements in place before yields and performance were sufficiently good for volume shipments." I've been saying all along SOI has a lot of trade-offs and has never been implemented in HVM. Hopefully they'll be able to work out the rest of the bugs. "Further, he said, that was also having an effect on AMD's move to the Thoroughbred core, and if this information is accurate – and we have little reason to doubt it – that will have a serious effect on delivery." The speed grades announced thus far have been pathetic, and as AMD pushed gate lengths just about as far as is possible with current lithography, again, it's not a big surprise. "According to her, AMD has not yet decided on some basic elements that it needs to get in place, including chassis types for two way, four way and other server systems. That's an important element because the type of market it is selling into will need to know this information well in advance. "Further, she said, and largely because of AMD's relative inexperience in this marketplace, it appeared to have no clear idea of the problems involved. It was not, for example, supporting SSI." A lot of regulars on this board have been ignoring issues like this for months now. It seems like AMD has as well, unfortunately. The CPU market isn't a world of "build it and they will come." AMD may be learning this the hard way.

To: Tenchusatsu who wrote (165823)	6/6/2002 1:40:58 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Tench, Re: "The systems and the process appear to be far from ready, with one of these sources telling the INQUIRER that AMD was experiencing some real difficulties moving from .18 micron to .13 micron technology, and that it needed to put quite a few elements in place before yields and performance were sufficiently good for volume shipments." This I can believe, but most of the other points just seem like FUD to me. Magee has certainly been wrong before, and his "sources" are almost always dubious. Given the relative skepticism that this thread bares on most of The Inquirer articles, I don't see why this one should be given any more credence. wbmw