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To: David B. who wrote (3255)12/30/1997 11:24:00 AM
From: Kashish King  Respond to of 6843
 
They set 12 month target prices (7 to 8 months ago) for AMD to be $60 to $90.

These analysts don't operate in a vacuum and of the untold resources they have at their disposal you would have to count the opinioins of other analysts, technological or otherwise. This $16 to $19 is a far cry from $60 to $90 and it's more likely to hit the $6 to $9 range if the CEO's comments are to be taken seriously.



To: David B. who wrote (3255)12/30/1997 11:51:00 AM
From: Brian Hutcheson  Read Replies (1) | Respond to of 6843
 
David , my advice to you ...
Ignore these Intel invaders , they are still in denial that there is competition for Intel and they are trying to "make it not so" .
here is a link on an Intel bull that does admit the competition :-
techweb.com
He blames AMD + Cyrix competition for Intel's not so good outlook ,
Brian



To: David B. who wrote (3255)12/30/1997 11:59:00 AM
From: Brian Hutcheson  Read Replies (1) | Respond to of 6843
 
thechipmerchant.com
K6-233 now $200 down $5 since yesterday , K6-200 $172 down $1
That either indicates more demand for the 200mhz , highly unlikely!
or better supply of 233mhz .
regards , Brian