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

To: niceguy767 who wrote (105561)	11/12/2003 9:34:50 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Guten Morgen Test: Athlon 64 mit Windows XP 64 Bit tecchannel.de vielen Dank Paul Flynn

To: niceguy767 who wrote (105561)	11/12/2003 10:42:57 AM
From: zx	Read Replies (1) \| Respond to of 275872

10:18 ET Amtech positive on AMD (17.38 +0.76) American Technology Research is out with a call suggesting Advanced Micro Devices is unable to meet customer demand and lead times have stretched into the March qtr. The firm believes the March qtr will likely be flat to up vs. normal seasonality of flat to down. Am Tech views both its ests and Street ests to be conservative, and believes AMD's Opteron will not face competition from INTC's Itanium 2 for several years. The firm believes both Intel and Advanced Micro can materially exceed street projections. are calls are doing okay today.