Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.73

-6.1%

Jan 30 9:30 AM EST

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To: Pravin Kamdar who wrote (33122)	3/23/2001 4:07:35 PM
From: Pravin Kamdar	Read Replies (2) of 275872

Well, if Micron really beats estimates on Monday, we could have another good semiconductor rally on Tuesday. I'm going to hope that it happens that way and then short Intel like crazy. Pravin. PS: My sister works at the Hyundai memory plant in Eugene, OR. They make a lot of DDR there. She tells me that there is a exodus of managers and supervisors. The feeling is that the plant will soon be sold or shut down. This seems to be in line with what has been published in the press about Hyundai having trouble making their debt payments on the fab. If this happens, it could hurt DDR availability and firm SDRAM pricing in general. FWIW.

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