Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: TGPTNDR who wrote (46477)	7/7/2001 7:10:39 PM
From: Joe NYC	Read Replies (1) of 275872

TG, Anybody else around here think the news isn't as bad as the market made it out to be -- besides Joe & me? I found the increased CPU shipments to be big positive. AMD may still be gaining market share, even at the time Intel is throwing everything at its disposal to stop losing market share. I think Q2 and Q3 will represent the bottom of the cycle, and if AMD can still manage to make money in this environment, things can only get better from here. Besides, this was not a new investment for me. I just re-acquired the share I sold in $27.5 to $29 range. I think the things to look for will be Intel results (processor portion) and the breakdown of the revenue shrinkage between flash and processor in AMD results. Joe

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