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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: john dodson who wrote (27784)1/8/1998 11:26:00 PM
From: john dodson  Read Replies (1) | Respond to of 1572630
 
A Lehman report on INTC (Jan 7, 98):

lehman.com

Has a very interesting comment about AMD. Something like
"We would immediately upgrade INTC if further, serious
production problems at AMD."

-JOhn Dodson



To: john dodson who wrote (27784)1/9/1998 6:26:00 PM
From: Petz  Read Replies (2) | Respond to of 1572630
 
John Dodson, thanks for new LB report. Its still nonsensical in the sense that they didn't change their earnings projections one penny but suddenly realized that their projections were lower than everyone elses. And, IMHO, better news than the Compaq wins would be 1)getting 266 MHz notebook chip before Intel, 2)getting K6-3D chip out and some design wins before 4/1/98 and 3)beating Intel with 300 MHz notebook chip.

Petz


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