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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.47+4.3%Jan 2 9:30 AM EST

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To: niceguy767 who wrote (21987)12/8/2000 1:38:06 PM
From: 5dave22 of 275872
 
Niceguy, the only fun part about this whole thing is to know that Intel is scared sh*tless of what AMD has in it's back pocket. Might be something, might be nothing, nobody knows ...

If AMD's numbers come in, and they actually DO meet their expected shipments (or even beat the lowered analysts expection) then I think we will FINALLY see AMD share price make a move on Intel's. Worse case, they come in AT lowered expectations and the drop will be minimal - because it won't be AMD's doing, it will be seen as a demand problem - the market has already shown that has been factored in.

If Florida delays a decision, I expect the market to give some back today. I will buy lots more AMD.

Regards,

Dave

ps - for the first time in a year, I will probably recommend AMD to family and friends.
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