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Politics : Formerly About Advanced Micro Devices

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To: DRBES who wrote (94803)2/23/2000 3:28:00 PM
From: Jim McMannis  Read Replies (2) of 1570341
 
RE"I continue to see the current "break up" value of AMD as exceeding the price that the market is assigning to the common shares. Read the article, do some math and let me know what you think. (To ALL except pauL an co.)

AMD still, in my opinion, represents one of the greatest of market inefficiencies that I have ever seen."

The biggest problem with AMDs stock price is that it competes with a Gorilla (Intel). If AMD got out of the chip business the stock would probably go up, no joke. As it is now the street still sees AMD having to fight a crusade uphill all the way. AMD should take some of it's new found money and strengthen other areas that perceptually don't compete head to head with Intels process technology and capacity.
The street would drive the stock to the sky.

Jim
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