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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.450.0%Dec 11 3:59 PM EST

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To: kash johal who wrote (30909)3/8/2001 10:59:21 PM
From: niceguy767Read Replies (1) of 275872
 
kash:

"AMD is therefore significantly exposed to this, like it or not."

Maybe you should short AMD at $24.50 since you feel so strongly...Let the market decide...Personally, I can think of 99.9% of stocks I'd short before AMD, but maybe, just maybe, the INTC revelation this PM is capitulation...Nas at 2200 when it was 5000 a year ago...Don't think I'd want to short an AMD with Q1 earnings around $0.40 or better, world leading product lineup in flash and microprocessors and 25% revenue growth rate a reasonable possibility in Y2001...Surely you wouldn't short a company with those projections going forward and in this environment...unless your Y2001 AMD projections differ greatly...I understand negativity in this environment with companies who can't produce a profit...Just don't get your negativity on AMD at $24.50...Feel free to elucidate your negativity!!!
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