Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: pgerassi who wrote (88127)	9/15/2002 12:51:14 AM
From: Milan Shah	Read Replies (3) of 275872

"Which would they rather have a 2.0GHz CH (3400+), 13 weeks from now (12/14/02) or a 2.5GHz CH (4400+), 16 weeks from now (1/4/03)? Which would each of you (not just Kash) choose?" Come on - this is not a mutually exclusive decision. I'd rather have a 2.0GHz CH 13 weeks from now, followed by a 2.5 GHz 2 months after that. The fact is that AMD has blown it. Athlon was a fluke - AMD is back to its normal ways. It has caused a whole bunch of partners to invest, and is now set to completely disappoint them. This is probably the end of AMD. I am, unfortunately, very long on AMD. I have taken a mind-boggling loss on this, and had pinned my hopes on Hammer. The only reason I am not bailing right now is that compared to the losses I have suffered, the stock going to 0 won't make much of a difference. But certainly, I have written these morons off... Milan

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