Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.91

+0.9%

Dec 5 9:30 AM EST

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To: tejek who wrote (86159)	8/1/2002 12:08:03 AM
From: Petz	Read Replies (1) of 275872

To answer your original question, yes, I think q3 will be negative growth, so that means double dip is pretty much here. I think the double dip is priced into AMD stock but not Intel. AMD's Q3 will be slightly better (that's not saying much!), while Intel's will be considerably worse. AMD is worth holding just because of book value, which is still over $10 per share ($10.28). If it dropped to $7, I could see any number of companies snatching them up, or trying to. Petz

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