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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 219.75+5.8%12:58 PM EST
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To: that_crazy_doug who wrote (33781)3/27/2001 4:49:20 PM
From: kash johalRead Replies (2) of 275872
 
crazy doug,

I dont disagree with you too much.

AMD's execution has been terrible.

The saving grace is that Intels has been worse.

The palomino when it finally comes will help AMD re-enter the mobile space.

The big loss is the opportunity cost of course.

With Palomino in Q4 of last year, they could have been dominating the laptop space by now.

And frankly with the stock trading at PE of 20 or so it is less of a bargain than a year or two ago.

regards,

Kash
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