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: Charles Gryba who wrote (85584)	7/23/2002 11:48:02 AM
From: andreas_wonisch	Read Replies (1) of 275872

Charles, Re: I am getting greedy and I will be buying ATYT today and NVDA if it goes down a bit more. Good strategy IMO. NVDA is extremely undervalued at its current price but faces the danger from ATYT's (still unavailable) R300 chip. Except for general PC demand and Xbox arbitration NVDA's biggest risk is ATYT at the moment since NV30 seems to be a little bit late. And with both stocks trading at or near multi-years low downside risk is limited. Upside potential is for both stocks pretty large, depending on how well ATYT does with R300. I've thought about the same strategy (already holding NVDA) and might buy some ATYT soon. But probably I'll wait until the R300 is actually available, so far there are only limited review samples out. Andreas

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