Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: Charles R who wrote (15579)	10/23/2000 1:37:12 PM
From: jeff_boyd___	Read Replies (3) of 275872

Charles & Everyone Kind of an open ended question, but what are some of the things that would cause you to sell your AMD position? The SSB report Albert was kind enough to post indicated two good reasons in my mind. Flash prices at the high end appear to be weakening and 15 - 20 million PIV's in 2001 (granted mostly in back end of year). I know its next to impossible to predict what will happen six months from now, but it sure seems like AMD is being very quiet in terms of addressing how they will react to PIV once it gets beyond RDRAM problems. Jeff

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