Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.59

+1.1%

Dec 3 3:59 PM EST

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To: andreas_wonisch who wrote (72569)	2/27/2002 7:44:55 AM
From: DRBES	of 275872

<font color=red> THE EMPORER HAS NO CLOTHES; THE EMPORER HAS NO CLOTHES ! ! ! The more profound and most optimistic implication for AMD of this observation is that, in due course, the market caps of the two issues will exchange places. Some of the underpinnings for this movement are already in place. Example: Many of the future IT's of this industry are now evolving from the hobbyists (and AMD enthusiasts) of yesterday into the new leaders that, initially, though under the conventional yoke of "this is how it is done with exclusively with inteL technologY" will cautiously emerge as champions of the AMD lines. If this unfolds, as I think that it will, inteL, top heavy with costs and "locked in capital expenditures of questionable merit," will implode while AMD, which has purchased huge capacity at a particularly propitious juncture could explode. IT SEEMS ALMOST TOO GOOD TO BE TRUE ! ! ! Regards, DARBES

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