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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 228.73+2.3%3:44 PM EST

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To: Michael Ohlendorf who wrote (23163)12/22/2000 10:18:22 AM
From: niceguy767Read Replies (1) of 275872
 
Michael:

"So, if this is really the beginning of a big Semi downcycle (which could last a year or longer) AMD could easily be cut in half again (even from where we are today) at the bottom at the downcycle."

Then again, even in your worst case scenario, if AMD product evolution in Y2001 is anywhere near management's guidance, AMD could easily double in price, owing to market share gains...and, if the worst case scenario does not unfold and AMD continues its 12 month trend of innovative and superior price/performance product intros, AMD will most certainly establish all-time new highs, once again...Hey, that's precisely why we have a market place...Different perceptions by different investors!!!
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