SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Pravin Kamdar who wrote (88538)1/20/2000 1:23:00 PM
From: kash johal  Read Replies (1) of 1572956
 
Pravin,

The sentiment seems to be a great quarter.

But what happens once Intel brings out its next generation stuff.

If you have faith in Intel and really believe that willamette will be much better than AThlon performance wise AND that they will deliver in volume by 2H 2000 then you can see why the ambivalence to AMD and its stock price.

AMD has become the ultimate show me the earnings stock ( and even then its tough).

Having said that I am surprised at the market action - I had expected a test of the old high before retracement and fill of the gap.

regards,

Kash
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext