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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (93000)2/14/2000 6:55:00 PM
From: Charles R  Read Replies (2) of 1571413
 
Kash,

<So hopefully AMD will go up again "soon".>

The analyst action and stock action of AMD today has got me baffled.

No upgrades(price or rating) from the key guys (Niles, Kumar, Peck, Osha). All these guys had Q1'00 lower than Q4'99 and I am surprised that earnings revisons have not been done. Wonder if these guys are waiting out to see what happens at IDF. (By the way it is amusing to see that Osha does not find an up quarter surprising. Couldn't tell that from his earlier comments - this guy had a loss estimate for last quarter and was expecting a pricing blood bath this quarter.)

Other upgrades did happen but we ended the day down in face of these!

Chuck
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