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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (103571)4/11/2000 1:21:00 AM
From: tejek  Read Replies (2) of 1570506
 
The article you quoted cited no real information, and was strictly a gut call by someone who recently predicted that AMD would never get above $45.

I have a hard time taking anecdotal investment advice seriously. The guy hasn't done his homework.


Scumbria,

He hasn't? A Intel war chest of 11.4 billion and earnings of 9.7 billion is hardly anecdotal. While his prior call on the stock price was wrong, is his ultimate scenario for AMD all that different from the one that you have suggested on this thread should Willamette be as lethal a competitor as early evidence suggests?

If Willamette does prove to have a competitive advantage over the Athlon and AMD has no new product with which to counter, then the only point where I see his financial advise being off is in which quarter there is an AMD earnings warning.....9/00 vs 3/00.

ted
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