Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: grok who wrote (63332)	6/25/1999 12:06:00 PM
From: tejek	Read Replies (1) of 1571160

KZNerd: At earnings report I am sure we will get a sense of how much cash AMD has on hand (vantis + other if any) and to coin a startup term, their monthly burn rate. That should give us some idea how far they can go. Remember usually when the upside potential is as high as it is with AMD, it is because the corresponding risks are equally as great. The next few months intc will try to 'starve out' AMD as they have been trying to do since the beginning of the year. From where I am sitting, AMD has to execute well and needs a lot of good luck and it will make it. Time will tell. And if you are worried about your investment, it has been said over and over on this thread the current AMD stock price is at least equal to book/scrap value. And I suspect that is true. Good luck, ted

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