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: niceguy767 who wrote (112813)5/25/2000 5:02:00 PM
From: Pravin Kamdar  Read Replies (1) of 1571683
 
Niceguy,

With all of AMD's great fundamentals, we will always be subject to the "Intel will soon crush AMD" sentiment. When AMD announces great Q2 earnings, AMD's deserved valuation will be limited by Intel's noise about Willamette. I do not think that AMD will get a fair valuation until they prove to have a competitive product to Willamette. If Mustang is competitive, and Sledge gets OS support, we could shoot from $100 to $300 in Q4-Q1. Of course, as destiny would have it, the huge surge upward will occur just after Jan leaps expire.

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News