Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (37325)	9/22/1998 5:18:00 PM
From: kash johal	Read Replies (1) of 1585294

Buying AMD, I think it is a compelling buy right now. AMD has still not announced that they anticipate a close to break even quarter. Also I really like the fact that they are announcing products as they ship with major tier one accounts (K6-350 with IBM and K6-mobile with Compaq). Once they announce better than forecast Q3 and then the 400Mhz chips in a few weeks we should see a price on mid to high twenties. At that point frankly I will probably reduce my position and let the rest ride for 3-6 months. Intel meanwhile has announced increased sales for Q3 and the stock has done nothing. They also have no new products to announce in Q4 that i am aware of. Unless Q4 outlook for them is excellent it is difficult to see how they can really appreciate their stock price short term. Regards, Kash

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