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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.80-4.8%Dec 12 3:59 PM EST
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To: jamok99 who wrote (16927)10/31/2000 1:17:35 PM
From: Joe NYCRead Replies (3) of 275872
 
jamok,

I'd see his retirement as one less significant problem which AMD has to work through in order to get fairly valued.

The reason AMD is not fairly valued is because the market expects AMD to be crushed by Intel day after tomorrow.

This time, it will be crushed by P4.
A month ago, AMD was going to be crushed by P4 in the high end, Timna in the low end.
2 months ago, AMD was going to be crushed by P4 in the high end, Timna in the low end, and GHz coppermines in the mid-range.

Joe
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