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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 256.12+0.5%Oct 31 9:30 AM EST

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To: peter_luc who wrote (33216)3/24/2001 8:15:03 AM
From: niceguy767Read Replies (1) of 275872
 
peter:

"Now all the previous FUD gets blown away, revealing the naked truth: Despite its ridiculously low P/E, AMD is an overwhelmingly successful company
with outstanding prospects. AMD does well even in an extraordinarily difficult economic environment (how many tech companies had to issue
warnings??). Almost impossible to imagine how AMD will do when the economic situation improves. And last but not least, next year AMD will
release the Hammer series and be in the 64-bit marketing heaven."

Great overview of the hidden dynamics that have been in play over the past year...and couldn't agree more with your forward guidance!!! No company, but no company in the marketplace today, is as well situated for the future as is AMD...AMD has the people, the R&D, the lean management structure, the leading edge product, the world's most advanced fab and for the first time in a long, long time a pile of cash in the bank, coming off 5 successive record breaking quarters!!!
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