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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: bacchus_ii who wrote (48606)7/22/2001 2:50:25 AM
From: Milan Shah of 275872
 
Come on Kash: $6/shares mean 2.1B for AMD... they have 1.6B in cash ~0.5B debt

that leave 1B for Dresden + Fab25 + flash + IP +.....


The market is not very rational. One of my other holdings, INPH, is currently trading at a market cap of $23M and they have $21M in cash. Sure, its not in the same league as AMD, but it does indicate the irrationality of the market.

Milan
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