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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: Joe NYC who wrote (77597)4/18/2002 1:45:35 AM
From: Mani1Read Replies (2) of 275872
 
Re <<Both great news, and I am glad that AMD sees things the same way I see it. Too bad it took them too long to realize this.>>

Any serious price appreciation in AMD will be due to the hammer. Athlon has been great and saved AMD from bankruptcy. AMD is at the end of a product cycle, and the bottom of steep semi cycle, and they are close to break even. That is a such a drastic improvement. Perhaps that was partially due to Intel's total incompetency. Maybe it was just as much Rambus, Merced, Timna and Intel's appetite for telecom that saved AMD that it was Athlon, don't know. Think of what all resources could have done!

Grove will always think "what if's" for years since AMD is still in business.

Lets see what Hammer can do!

Mani
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