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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.06-1.1%Jan 5 3:59 PM EST

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To: Pravin Kamdar who wrote (10768)9/29/2000 2:19:37 PM
From: andreas_wonisch of 275872
 
Pravin, Re: It is just amazing that AMD is not trading up on the sum of the news that has come out over the last 24 hours.

It seems that everyone expects a PC slowdown in the next few months and doesn't want to put money in semiconductor stocks. AMDs guidance for Q4 will be extremely important because of that. If they lower e.g. the K7 shipment goal for Q4 the stock could get killed the next day. With strong numbers and good guidance, however, I think it could move up dramatically.

Andreas
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