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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 220.15+1.9%10:38 AM EST

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To: david_langston who wrote (3212)8/1/2000 6:57:07 PM
From: dougSF30Read Replies (1) of 275872
 
david, while I agree that a sector turn-around will definitely help, surely you would agree that *any* of the following hypothetical announcements would decouple AMD from the SOX (to the upside):

(1) Dell announces Duron systems (apologies to Scumbria)
(2) AMD demos Mustang system
(3) AMD announces Q3 completely sold-out
(4) AMD announces VIA on track to deliver 2M KT-133 chipsets in August
(5) AMD announces 'limited' release of 1.2 GHz Tbird
(6) AMD announces late September volume shipping of 760 chipset

...

In short (no pun intended), I think there are a large number of 'announcements' that have teeth, and would cause a sizeable upside move. Whether any of these is true is up for debate, but I'm betting at least a couple are feasible.

Doug
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