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Off The Record: AMD is in a really good position, says Industry Expert Full article published: 06/28/2001     Money Managers, Analysts, Buysiders and Executives


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ADVANCED MICRO DEVICES, INC. (NYSE:AMD)

Five analysts and top management from eight sector firms examine the Semiconductor sector in this special 57-page issue from The Wall Street Transcript, available at (212/952-7433) or http://www.twst.com/info/info377.htm

“I give Jerry credit,” says one industry expert. “He’s like the guy who doesn’t leave the playground. He is always there. Jerry doesn’t give up the fight. And Advanced Micro Devices has actually come back. They have a very good product in the marketplace and it’s a better product than Intel’s offerings in terms of performance, size and power dissipation. They’re in a really good position, and I commend Jerry for the staying power.” Adds another expert, “There is going to be an interesting fight between Intel and AMD. You are going to see how quickly Intel can turn up, and if Jerry can keep pace. They are both in the same position — on the fence. They both have fights. Jerry has won some fights and lost some. Now he is going head to head with Intel. It could be interesting in the second half of the year.”

“Jerry Sander is likely to step down from an operational role but remain on the Board,” notes one analyst. “It is going about as well as can be expected at this point. The concept of management succession is embraced by AMD. It has been a multi-year project and it is marching along. I think the corporation realizes the need for new blood and that the operation must live on. We are all sort of holding our breath to make sure it happens, but I think at this point, AMD is doing a lot more right than wrong."

This special issue includes:

1) Semiconductor - In an in-depth (5,500 words) Analyst Roundtable, Eric Chen, Senior Analyst at JPMorgan H and Q and Joseph A. Osha, top ranked Analyst responsible for covering the semiconductor industry at Merrill Lynch Global Securities, examine the outlook for the sector including, inventory levels, future outlook for smaller companies and share specific stock recommendations.

2) The TWST confidential Off-The-Record survey of management performance at twenty-three sector firms asked market insiders about the ability of management teams to create shareholder value.

3) Outlook for Semiconductors - In an in-depth (3,000 words) Analyst Interview, Dan Scovel, Semiconductor Analyst with Needham and Company, examines the outlook for the sector and shares specific stock recommendations.

4) Semiconductor Industry Overview - In an in-depth (2,000 words) Analyst Interview, Arun Veerappan, Managing Director at Robertson Stephens, examines the outlook for the sector and shares specific stock recommendations.

5) Semiconductor Stocks - In an in-depth (1,900 words) Analyst Interview, Jonathan Joseph, Managing Director at Salomon Smith Barney, examines the outlook for the sector and shares specific stock recommendations.

6) CEO interviews (average 2,500 words). Top management of eight sector firms examine the outlook for their firm and the sector.


Tickers included in this excerpt: AMD

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This interview is a small excerpt from a comprehensive management survey published in The Wall Street Transcript on 06/25/01. For more information call (212) 952 7400. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.

Copyright 2001, Wall Street Transcript Corp.

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