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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 192.49-4.0%Feb 5 3:59 PM EST
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To: fyodor_ who wrote (18347)11/9/2000 1:35:07 PM
From: niceguy767Read Replies (1) of 275872
 
fyodor:

Thanks for the overview...Doesn't sound at all to me like AMD is expecting negative revenue growth and negative earnings in Y2001 as would seem to be factored into its existing price of $21...On the contrary, sounds very positive, particualarly in a relative sense, on all fronts...As a short term relative indicator, I especially like the comment around comparative Athy/P4 performance whereby it is speculated that a 1.2 gig Athy will outperform a 1.5 P4...
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