Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.90

-0.1%

Dec 26 3:59 PM EST

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To: kash johal who wrote (46343)	7/6/2001 12:15:03 PM
From: chuckles58	Read Replies (1) of 275872

"I am amazed at how well Intel is holding up." It's the old maxim 'If AMD has troubles, then Intel is the cause. If Intel has troubles, it's the whole sector, AMD is not the cause.' This hurts, I considered selling yesterday morning a little over $29 as I anticipated a little softness in the market. Boy have I missed some great timing opportunities in the last couple months. I've just been too optimistic lately, and haven't considered the downside to this price war. Hopefully a good quantity of Athlon 4 notebooks and lower tier Athlon MP servers will help stem the ASP tide for 3Q and beyond. I think AMD was due some correction this morning, but $7.50 is a little much. EMC is also down about 25% on their warning yesterday. CB

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