Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 237.55

+2.5%

10:57 AM EST

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To: AK2004 who wrote (45714)	6/29/2001 2:56:06 PM
From: Charles R	Read Replies (2) of 275872

<00:33am EDT 29-Jun-01 Robertson Stephens (Rothdeutsch, Eric) AMD Market Share Gains Seen Continuing; Notebook Products are Red-Hot> Wasn't someone on this thread saying just yesterday, that the drop in pricing is good for AMD and AMD may come in at toward the low-end of expectations causing the stock to pop? ;-) I wondered a few weeks back if AMD can makeup for the market share it lost in the first half of the quarter. It appears that AMD is gaining back some of the share which is good. I still doubt if AMD will come out ahead for the quarter but the adds look good right now (though it would be driven by rock bottom Duron prices. P. P.S.: Eric Rothdeutsch is good. For the past few months I have felt that his research quality has equaled or exceeded Jonathan Joseph's.

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