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

To: tejek who wrote (86173)	8/1/2002 12:55:09 AM
From: Mani1	Read Replies (2) \| Respond to of 275872

Re <<I am currently holding a semi equipment maker, CHPC>> Chippack is not a equipment maker. They are an assembly house. They buy back end equipments and use it to provide packaging and testing services. Re <<...not sure whether they are taking share or what but its clear they are getting good business and expect more sequential growth for the next two quarters.>> Again, you are misunderstanding Chipack's business. Back end assembly houses are recovering from abysmal capacity overhang that peaked last year. All assembly houses have recently reported and forecasted sequential rise in revenues and earnings. CHPC is not an exception by any means. Mani

To: tejek who wrote (86173)	8/1/2002 6:18:37 AM
From: AK2004	Read Replies (2) \| Respond to of 275872

Ted re: not in this business climate. I can name you a number of companies starting with ibm that might consider buying amd. In fact, I view buy-out as a greatest threat to current AMD shareholders as company worth much more than 50% over current stock price which would be the best case scenario for buy-out. -Albert

To: tejek who wrote (86173)	8/1/2002 3:01:07 PM
From: Yousef	Read Replies (1) \| Respond to of 275872

Ted, Re: "Petz, I don't think AMD will drop to $7 but even if it did ..." Looks like the market is disregarding your "opinion". <ggg> Make It So, Yousef

To: tejek who wrote (86173)	8/1/2002 7:15:42 PM
From: kash johal	Read Replies (3) \| Respond to of 275872

Ted, re: AMD not going below $7 I think you are dead wrong. AMD is having a horrible time in the CPU market. If overall market dumps we will see 5 bucks. Even if they have fixed the speed crash. Those parts wont hit the market for 10-12 weeks. Q3 is gonna be horrible. Kash

To: tejek who wrote (86173)	8/1/2002 8:41:33 PM
From: Bill Jackson	Respond to of 275872

Ted, Received from AMD reseller channel. Bill Welcome to AMD's eNews updates! A service provided to AMD Reseller Program members. Top Stories: 1.) AMD/NASBA/Microsoft Promo From D&H Distributing NASBA members who purchase qualified AMD and Microsoft products from D&H Distributing between August 1 and September 30, 2002 will be entered by D&H into a random drawing to win one of the following three Grand Prizes listed below. In addition, during the two-month promotional period, D&H plans to hold a daily drawing for a DVD player, Monday through Thursday, and a digital camera drawing will be held every Friday. Winners will be notified by D&H and the names will be posted on the NASBA website. This promotion is sponsored by D&H. Grand Prizes: First Place Prize: Vacation Package-Winner plus 7 friends for a cruise package Second Place Prize: Big Screen TV- 50" HDTV Third Place Prize: Stereo System-Surround sound home system Contact your D&H representative at 800-340-1001 or go to nasba.com for complete details including any qualification requirements and Official Rules. For a listing of AMD Authorized Distributors, please click here. The above promotion information has been provided by D&H and the offer is available from specified distributor only. AMD is not responsible for the accuracy of, or any modifications to this offer. Limitations may apply. See specified distributor for details. 2.) Online Advertising Campaign Designed to Help System Builders Sell AMD Athlon™ MP Processor-based Server Solutions This June, AMD launched its first-ever AMD Athlon™ MP processor online advertising campaign for the server market, scheduled to run through the end of the year. Targeting the commercial market, multiple ads running on CNET.com, ZDnet.com, and TechRepublic.com are designed to build awareness among IT decision makers in small and medium sized companies. To read more, please click here amd.com^6762^6764,00.html?PC=SYSB-SBE-S-E10M-E-MA4.1-VERA-URL2. Get What You Need Online at www.amd.com --System Configuration Information - www.amd.com/sysconfig Get the necessary information to build and operate AMD processor-based systems including recommended motherboards, thermal solutions and heatsinks, power supplies, and information regarding processor/chipset utilities and drivers. --Marketing Information - www.amd.com/resellercollateral Download brochures, sales collateral and point of sales materials to help your AMD processor sales. To order, call (800) 222-9323, option 1. --Benchmarks - www.amd.com/benchmarks Find out how the performance of AMD processors stacks up!