Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

3:59 PM EST

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To: niceguy767 who wrote (20685)	11/27/2000 2:31:40 PM
From: maui_dude	Read Replies (2) of 275872

Niceguy, Re : "Any factual positive news related to the Athy/DDR combo might just get AMD over $40 a lot faster than we'd think possible amidst today's" I would be very surprised if any of the design wins or more releases would boost AMD to 40 by Jan. I believe, perception wise there will be a very big cloud over AMD for the next 12 months (even though next few quarter will be quite good in terms of earning and revenue). There is a perception that P4s increase in MHz, volume ramp up and decrease in cost (due to .13 and non-RDRAM solutions) will put serious pressure on AMD in late 2001 and that would be enough to keep AMDs stock price below 35 for next 3 quarters, in spite of low PE, IMO. Maui.

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