Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

3:59 PM EST

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To: Mani1 who started this subject	8/9/2000 5:32:14 AM
From: survivin	Read Replies (1) of 275872

Magee thinks AMD is undervalued Finds Kumar's analysis to be lacking and quotes an email response from Toni denying need for second source. Magee certainly appears to like their chances going forward. AMD still fab despite analyst downgrade ... Meanwhile, Kumar's analysis seems to us (remember, we tipped AMD when it was trundling along at $16 this time last year), to be fundamentally flawed. Firstly, AMD PC customers we have talked to tell us that there's no problem whatever with the Duron. One said: "If AMD are that bothered about Duron sales why do they not promote it or allow any marketing funds to be allocated by OEMs for promoting it? "If they were constrained on stock why would they pull forward a price drop by one week then by a further two weeks? "The Socket A design is done, Slot A is already marked EOL for the next few weeks. Any OEM close to AMD (that's everybody except Dell) knows that and have designed accordingly. ... theregister.co.uk

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