Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: DRBES who wrote (137855)	10/27/2004 11:53:21 AM
From: morpheus4567	Read Replies (3) of 275872

DRBES, I guess I am asking you this question directly because of your prior experience, but am willing to hear the board's thoughts. Due to Merrill's comments today, do you feel that the wall street community is seeing AMD's manufacturing capability as the thing which is holding them back from share price appreciation? I would assume that if AMD and IBM walked out today with an agreement in hand it would explode the share price. I know how you feel regarding the analyst community as a whole, but if you were doing the analysis yourself, what would you rate this information as? Just wondering.

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