Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 237.62

-7.2%

3:59 PM EST

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To: redbird who wrote (32840)	3/22/2001 5:19:23 PM
From: peter_luc	Read Replies (2) of 275872

Redbird, "Does anyone other than NG and I believe AMD is able to pass $26.50?" Count me in :-) Today's mega-presentation (CeBit was indeed a good occasion) of the 1.33 GHz Athlon, including the reports of its tremendous ability to overclock, was the last and decisive blow to the theory that AMD is going to be roadkill. It was this theory that has been holding AMD down for months. Now it is obvious to everybody that AMD is stronger than ever. The Street now realizes that in AMD's share price a huge earnings implosion has been built in, which will just not happen. (NO warning from AMD, in contrast to some competitor...) Since the expected earnings IMPLOSION does not take place a share price EXPLOSION is the only logical consequence. Peter

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