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To: Paul Engel who wrote (6066)5/11/1998 12:53:00 PM
From: Pravin Kamdar  Read Replies (2) | Respond to of 6843
 
Paul,

I agree that Intel has done a good job of meeting their release schedules, but I also get the sense that AMD is getting their house in order and may not fumble as badly as in the past. What would you attribute the Montgomery upgrade to? I suspect that AMD has given them insight into better than expected yields in their 0.25u lines.

Pravin.



To: Paul Engel who wrote (6066)5/11/1998 1:32:00 PM
From: Kevin K. Spurway  Read Replies (1) | Respond to of 6843
 
Re: "I just received Montgomery's May 1 report on AMD - and rated it as a HOLD."

Looks like they changed their minds. Maybe you should too. <gg>

Kevin



To: Paul Engel who wrote (6066)5/11/1998 2:27:00 PM
From: Brian Hutcheson  Read Replies (1) | Respond to of 6843
 
paul , re. Montgomery
You obviously enjoy looking backwards as I have pointed out before.
I prefer today's rating as there are obviously reasons for the change , no doubt one being the completion of the bond issue with oversubscription in just 3 days . Keep focused on your Intel investment .
Brian