Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 243.98

+4.5%

Nov 10 3:59 PM EST

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To: Charles R who wrote (4470)	8/10/2000 11:33:17 PM
From: Cirruslvr	Read Replies (2) of 275872

Chuck - RE: "One has to wonder what the people who are selling AMD at this level are thinking. I shake my head in disbelief. Less than 10x forward PE and 2x forward sales! Sometime you get better than this at the bottom of the semiconductor cycle! And this company has a strong product lineup - better than at any point in its history." I sure don't get it either. Athlon is about to become a three pronged tool, flash is sold out, and the street is too dumb to realize it. I just heard today's CC. I can see why Kash didn't think it was good. Didn't seem professional, the voices weren't clear, and I think I heard a baby cry at one point in the background, but that may have been from the person who asked a question. I think the AMD guys did a good job at what they were supposed to do - talk about X86-64.

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