Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: jamok99 who wrote (18691)	11/11/2000 3:22:08 PM
From: andreas_wonisch	Read Replies (2) of 275872

Jamok, very good post. The problem is that AMD really screwed up in some areas (Mustang, delayed MP, delayed MHz ramp etc.) and although it's still undervalued it's not any more an incredible buy like it was one year ago. I think the stock price "anticipated" these things in advance -- especially the sluggish PC demand. If AMD will be able to execute its current roadmap we should have good but not phenomenal growth over the next few quarters. Everything beyond that depends heavily on Clawhammer and Intels P4 ramp. It's too early to make a guess on that. Andreas

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