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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%Jan 20 3:59 PM EST
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To: DRBES who wrote (23546)12/30/2000 8:09:11 PM
From: jeff_boyd___Read Replies (4) of 275872
 
"Irrational Exuberance"

I know you know this better than me DRBES, but without corporate wins or the PC sector taking off, what would drive AMD above $20 a share? The WSJ article from this week and Intel's share price seems to indicate that Intel is willing to give OEMs whatever it takes to keep AMD out of the corporate space.

Intel is just too powerful. If they want to keep AMD out and are willing to take the financial hit they will succeed. They have always done a good job of avoiding problems with the government on anti-trust and I don't know why now would be any different.

I'm encouraged by the fact that Paul still holds his AMD stock.

Regards,

Jeff
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