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To: James Yu who wrote (3497)1/6/1998 10:01:00 AM
From: SteveG  Respond to of 6843
 
New to AMD thread. This AM Lehman put out a same day price target of 23-24 and a 12 month target of 35.

Some highlights: Now that Intel's largest customer - Compaq - has taken the AMD plunge for low end systems, Lehman expects them to move up the performance ladder with AMD parts. They also expect AMD to convert 100% .25mu by June. They feel that AMD will beat INTC to full .25 conversion by 3 months.

Regards-

Steve



To: James Yu who wrote (3497)1/6/1998 10:38:00 AM
From: James Yu  Read Replies (1) | Respond to of 6843
 
To All,
AMD Adds Compaq Fuel To Fire
techweb.com

Best wishes

James



To: James Yu who wrote (3497)1/6/1998 2:27:00 PM
From: greg nus  Read Replies (1) | Respond to of 6843
 
James, IMB 266 K6. please post it when you nail it down, regards to your brother.