Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.88

+0.3%

10:19 AM EST

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To: Mani1 who wrote (37938)	5/1/2001 10:13:47 AM
From: xun	Read Replies (1) of 275872

Mani, <I hope you guys are not mad...> Not at all. I would like to see a healthy AMD bull/bear ratio. Good luck anyway. I am still long and strong on AMD, but with somewhat different reasons from last year or year before. AMD has patially realized its potential as promised 1-2 years ago. I would argue that the Street also sees AMD differently now. AMD has achieved 6 consecutive quarterly earnings. AMD has survived the Intel carnage and "is reasonably uncrushable", given the competitive product lineup as well as process technologies. IMHO, today's price may be ahead of itself a little bit, but AMD stock still has room for P/E expansion, for different reasons from last year. I expect AMD to hit $50 at least once in the remaining of the year. The price war is real, but the price war spin is yet another tool for big guys to accumulate before the next round of bull market, IMHO. panic

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