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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%3:59 PM EST

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To: milo_morai who wrote (65614)12/13/2001 6:53:55 PM
From: chuckles58 of 275872
 
"What makes you think they can deliver volume? P4 above 1.5Ghz ia limited and 2.0Ghz is non-existent."

In that case, Prudential may need to downgrade Intel too, then here we go again. Wait, that would be bad news for AMD too. ... Wasn't it just last December with the warnings.

This Mosesman guy must not have paid any attention to AMD's guidance last week. I'm pretty sure he was one of the analysts that let his assistant participate in 3Q CC. With all these analysts get paid, you'd hope they were a little more informed. It may very well be a conspiracy theory.<ggg>

OT, I moved back into COVD last week (average cost of $.82) in contemplation of Chapter 11 reorganization news. Their bondholders accepted the prenegotiated plan, so it will emerge BK 12/20/01 without its 1.4B debt. It was up $.77 to $1.52. It hit it's high of $1.75 when I was at lunch. Very nice distraction from AMD's downgrade and $2.13 drop. I've already moved some of my COVD money back to AMD (twice the shares I sold this Monday for my last COVD purchase).

CB
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