Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: jamok99 who wrote (53470)	8/31/2001 5:26:17 PM
From: peter_luc	Read Replies (2) of 275872

Jamok, "I'm quite honestly curious about whether there are thread members who think that AMD is even a hold here, much less a buy" I have just increased my AMD position. I think that the model rating is the best thing AMD could do and I congratulate them for that move. Besides, nForce is approaching fast. It may be the next "killer product" to have - in sharpest contrast to the lamentable P4+SDRAM combo. All those PC makers who are investing heavily in building up a huge inventory of P4+i845 computers may be in for a rude awakening. Finally, if there is any truth in the rumors about Hammer already sampling and the transition to 0.13µ+SOI going very smoothly we may well see some nice surprises here again. Peter

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