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

To: TGPTNDR who wrote (82756)	6/18/2002 11:17:26 AM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 275872

Thread, A good article on the use of new process materials: eet.com Pravin PS: Mike Magee seems to agree with me about ATI: theinquirer.net But, their story is not just about R300. They have design wins with new integrated graphics chipsets, set-top box chips, and PDA graphics chips. They are successfully diversifying and growing the company.

To: TGPTNDR who wrote (82756)	6/18/2002 1:43:48 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

TGPTNDR: "That’s why I continue to believe that Intel is headed to $8 to $12. Do the math for yourself. Maybe they'll make $0.40 this year, maybe they'll make $0.40 next year. What's that worth to you? If you pay 40 times, you only get to $16. And why should you pay 40 times for a company that is not well-managed, that has no earnings growth, that must contend with a mediocre end market, and whose competitor, Advanced Micro Devices (AMD, news, msgs), as I noted two weeks ago, is coming out this fall with a better product, called the Hammer?" and just because INTC seems headed for $8 to $12, does not necessarily mean that AMD is headed for $4...In fact, if Hammer is good, crossover may yet occur somewhere around $15 as AMD heads to $30...