Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.76

-1.1%

Nov 21 9:30 AM EST

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To: Dan3 who wrote (64892)	12/4/2001 12:36:13 AM
From: Pravin Kamdar	Read Replies (2) of 275872

Dan, It's starting to look a lot like the .25 to .18 transition + Athlon, isn't it? Yes, it is -- but better. Intel doesn't have a counter for the mobil T-bred. AMD will own the high performance laptop space by mid next year. News of high performance parts coming out of UMC will shock the market. Hammer excitement will be building all year. And then we get another boost when the 0.13u T-bred moves to SOI. Next year should be a great year for AMD. I'm 20,000 share long in anticipation. I'd like to buy more, but I also took big positions in some other great prospects (ATYT, RDRT, BORL, and SUNW). The only concern I have about AMD is Intel's overvaluation and what will happen to AMD when it corrects. Pravin.

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