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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 249.66+7.6%Jan 21 3:59 PM EST

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To: AK2004 who wrote (52070)8/22/2001 9:05:25 PM
From: tejekRead Replies (2) of 275872
 
re: How much do you think AMD will be hurt by a messed up GTW and IBM's

it is a huge loss but mostly in image rather than actual sales.


Albert, GTW's problem were a real surprise to me....I had never done DD on them so I had thought they were a well run company.

IMHO, Amd can afford to loose 5% over the next few quarters. 5% = 25% of amd sales.

I don't understand....5% of GTW's business is 25% of AMD sales? That doesn't sound right. What am I getting wrong?

Did you know that the S&P cut GTW to junk bond status tonite?

re: think the 800 lb gorilla is starting to wake up
intel delivered few blows so let's see if amd would manage to stand on their fit


It will be interesting to watch...Barrett's under a lot of pressure to bet Intel moving again. And once again Sanders is in the way.<g>

ted
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