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: Mani1 who started this subject	2/18/2002 3:05:29 PM
From: Mani1	Read Replies (2) of 275872

For a first time in a long time I plan on buying a substantial amount (relative to my portfolio) of AMD. I think the market should continue to go down for another couple of weeks or so. There is also a chance that AMD might warn over the next couple of weeks but I doubt it. I will buy at the first sign of reversal. I think we might again see a summer rally this year. Also we should see some rebounding in the flash over the next couple of quarters. There is a lot of pent up demand in the computer market. The buzz for hammer should also start in about a quarter or so. Mobile and server market should get better for AMD from a small base as infrastructure continues to improve. A double or more in AMD from the current level this year is not a stretch. I think by the 4th quarter of this year we could be looking at forward EPS estimate of $2.00. Mani

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