Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.44

+8.3%

Feb 6 9:30 AM EST

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To: Charles R who wrote (9249)	9/19/2000 7:50:14 PM
From: eplace	Read Replies (1) of 275872

Charles....re:Now, what we have is a grossly undervalued stock but not necessarily a company that is executing at peak-performance. Charles, now that time has passed I will agree with you that the infrastructure situation wrt to AMD has not been what it could have been, but is it also possible that if AMD does indeed sell over 7 million chips this quarter and that at least half of those are Athlons (Thunderbird and Duron mix) that it may actually be a blessing in disguise? Since AMD may be capacity constrained and assuming that they are selling just about everything they can make, doesn't it bode well for the company that they are then probably selling a proportionately greater amount of high margin chips? I think the Duron and the infrastructure for it will take care of itself in time, but the margins on this chip aren't the greatest. Just asking for your take on this situation. Ed P.

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