this company is
definitely up to something! Chart looks like it is ready to
i just found out this morning from my broker-
he says he bought in yesterday. Something is up!
keep a good eye on it this morning. This is gonna
bigd is growing at an exponential rate! These
guys are gonna get bought out!
with an eps of
$.81, bigd grossly undervalued at anything under $7!
INTC bounced , tested and closed the 85-89 GAP
nicely and should continue rapidly to 100. After
earnings expect a sell on the news drop of about 5 points.
If October lives up to it's reputation INTC could
visit hi 80s. At which point I will load up on January
calls again. I expect $120 by January. The
recommendation of Gruntal & Co. is 110. Many other brokerages
target prices of 95 to 100.
AMD's Issues for Q4
1) Ramp up K7
production in volume. Keep MHz pressure on Intel as far as
the 0.25 micron process will allow (debate as to
whether it's *really* 0.25 or hybrid 0.18 frond-end/0.22
back end process at this point.. i.e. the fast 0.18
transistors on a slightly slower back end process).
Ramp up Dresden and get 0.18 micron in production.
(Nasty rumors about copper contamination at this
3) Shrink K7 and get it up to high yield on new
Comparison with Intel.
AMD still has a long fight
ahead of it. Intel has already "made" the 0.18 micron
conversion and apparently has product at high yield and bin
split on it. Intel now needs to focus on the *product*
side (Coppermine will be good, but I think Willamette
will make both the Pentium III and the K7 look like
Commodore 64's) as opposed to the *process* side. AMD, by
comparison, now has to fight it's greatest nemesis: a process
conversion. Historically AMD has choked when they've moved to
a new process technology. Quite frankly, they can't
afford to this time. Intel has a whole process
generation ahead of it to keep cranking out speed on the
Pentium III, AMD has to transfer to a new technology to
get much more than what they have now�
No Data, how can one collect data on prediction
of stock split.
anyway my guess, the stock should
cross 125 or so before Intel will split. A wild guess,
it could happen sometime in June - July 2000.
Ok, so it's a little early, but here's a preview
of the quarterly report card for INTC/AMD.
you scroll *WAY* back, you'll find what my issues for
Intel in Q3 were:
1) Get 600Mhz Pentium III out.
2) Fix whatever problems there are with
Coppermine so current November release date isn't pushed
back any further.
3) Keep the pressure up at
the low end while maintaining high margins.
Get Merced to the OEM's.
5) Continue to grow
other divisions: servers, chipsets, e.commerce, server
farms, etc. and make them PROFITABLE!
6) Get as
many other 0.18 micron products taped out and debuged
as possible for Q4 or Q1 release.
So how has
1) Pentium III 600 was released,
and unlike some other manufacturer's products, you
can actually buy it (with a motherboard and system to
go along with) in stores. Give INTC 1 point
2) WOW! Talking about a sleeping giant awakening.
Instead of the Coppermine part coming out at 533/600MHz
(as was the original roadmap) it looks like it is
going to clock in at 667 to 700+Mhz on intro. Intro
appears to be in October rather than November as well.
Full points here!