Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: hmaly who wrote (4840)	8/13/2000 2:03:46 PM
From: f.simons	Read Replies (3) of 275872

>>when you can overclock a $100 Duron to 950 mhz. The $500 price is just accepting reality, as well as tightening the screws on Intel.<< hmaly- Well the issue wasn't really whether AMD's pricing makes sense, but rather whether that pricing is causing stock price problems, right or wrong. I am seeing the response to this idea about the same as I got when I suggested right after earnings that the street is looking at revenues more than earnings for tech companies, and AMD's revenues were weak in spite of record earnings. I have come up with two possibilities to explain the recent stock price decline and both have been met with hoots. So I will give up. There is no reason. The gods are crazy. Frank

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