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Politics : Formerly About Advanced Micro Devices

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To: Cirruslvr who wrote (113174)5/29/2000 12:31:00 AM
From: Joe NYC  Read Replies (1) of 1572712
 
Cirrus,

In my opinion, one of the factors limiting how high the stock price can go is the threat of Willamette. If you forget everything from the post by Innsbruck except that Thunderbird CAN make it to 1.5 GHz, even if only 1% of the chips make it that high today, this fact removes the thread of Willamette. Instead of having to live in uncertainty for next 6 months, the uncertainty would be removed today (or 7 days from now).

I think it is worth few upgrades of analysts who are not yet at strong buy

Joe
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