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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (114072)6/4/2000 3:07:00 PM
From: Charles R  Read Replies (1) of 1573670
 
Scumbria,

<A few more rumors of Willy delays, and we will be way over $100 bucks a share!>

$100+, we will get to on fundamentals even with excellent execution from Intel on Wilamette.
If Wilamette is really delayed into Q1, Dell WILL defect. It would be impossible to predict what that could do to AMD stock price. We might see a RMBS kind of effect - peak to some absurd level and fall back to something more realistic level when Intel gets back on track.

Chuck
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