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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 237.57-2.6%Nov 11 3:59 PM EST

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To: Pravin Kamdar who wrote (11507)10/5/2000 12:29:22 AM
From: Chung LeeRead Replies (1) of 275872
 
.....AMD will have 1.5 GHz in Q1

It would be very dangerous to assume this. The changes that AMD will be implementing to get to 1.5 GHz will provide many opportunities for production glitches.

1. AMD has delivered what it promised in the last 3Qs at least, it has built trust the old fashion way, results!

2. Every promise is dangerous, but without promise/roadmap, investors will be even more in the dark, every 50/100 Mhz increment release is potential danger, but also potential oppertunity and sweet rewards.

I am holding my breath and will breathe much easier when I see the first high speed Mustang shipping in volume. Ditto for the mobile Mustangs.

If one waits to invest until one can see the whites in the eyes, one might miss a multiple bagger, with more misfire from the Intel camp (seems to deliver pretty consistently lately), and with Mustang shipping in volume, AMD will be in Niceguy heaven, I think Niceguy said $250. As for me, I am placing small bets every couple dollars AMD goes down, I have stow away quite a few shares which at this point not showing much :-(
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