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Politics : Formerly About Advanced Micro Devices
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To: Jefferson Prescott Dewhurst who wrote (28613)2/21/1998 2:56:00 PM
From: Joey Smith  Read Replies (2) of 1572690
 
re:The market doesn't care what you think about the quality of AMD's
management or that there have been problems with yields or that the
next 2 quarters will be bad. All those factors have been accounted for
in the current stock price which is ~$19/sh.

Oh, yeah..so you mean to tell me if Jerry tells shareholders in March that AMD will report losses for at least the next 2 quarters and he still doesn't know if yields will improve, that the stock will stay at $19? You need to get a clue. You are severely underestimating the severity of AMD's problems (both manufacturing and pricing vis-a-vis Intel) and how easily this stock could fall below book value or 50% from these levels. The stock market is not perfectly efficient when it comes to information and $19 may not represent the true state of things (especially if investors and analysts are believing all the HYPE that comes from this company). Good luck on your $40 AMD prediction within a year. <ggg>

joey
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