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Technology Stocks : All About Sun Microsystems

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To: QwikSand who wrote (40500)	1/18/2001 3:43:03 AM
From: Steve Lee	Read Replies (2) of 64865

That Dresden plant is a huge millstone around AMD's neck. OK, AMD got lucky in the last yr and profited from Intel not being able to satisfy demand while involved in a transition to P4/RDRAM. That undersupply situation is now reversed and Intel is still building capacity (paid cash in full). AMD is now facing rapidly deteriorating ASP's with a big debt bill for its German fab. The kinds of quantities that Cobalt sells wouldn't make much of a dent in those bills. Maybe flash will stop AMD from going under. Talking of flash, have you been watching SNDK and SSTI in the last few days. Nice recovery from both with a long way to go IMO. Both triple baggers this yr I reckon. BTW, I hold no INTC, RMBS or SUNW. I do hold a little SNDK and a lot of SSTI. I think SUNW is an OK investment at this point in time. RMBS, I reckon, has more upside (and more downside), with the bias towards upside. I would not invest in INTC at this time. To rank the 6 companies mentioned in order of my willingness to invest in them: SSTI, SNDK, RMBS, SUNW, INTC, AMD.

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