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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: THE WATSONYOUTH who wrote (82037)	12/4/1999 1:20:00 AM
From: tejek	Respond to of 1574566

RE <<<A bit too much cheerleading for my taste. A little like Engel in reverse (hence the reference to Paul) You might be right up there with Paul on consecutive posts>>> THEWATSONYOUTH You should read my post numbered 82038. ted

To: THE WATSONYOUTH who wrote (82037)	12/4/1999 9:23:00 AM
From: niceguy767	Respond to of 1574566

Hi thewatsonyouth: Thank you for your candor... I can't help being enthusiastic about AMD, no matter which way I cut it. I have been in and out of AMD over the years and, for some reason, AMD has always intrigued me for reasons both good and bad. Quite simply, its current phase is unlike any other phase in its history with its product mix and capacity to produce product lining up so well! The display of the 650 Athlon "front and centre" at my home computer centre a month ago confirmed for me "the reality" of the Athlon! That AMD could go from inception to a retail channel 650 MHz Athlon in 4 months suggests to me that in the Athlon, AMD does indeed have a tiger by the tail. The apparent ease in going to 750 MHz since that time, especially when witnessing competitors difficulties in attempting to keep pace only reinforces my enthusiasm for AMD. Throw in the flash memory division with sold out 99Q4 production and expected growth rate of 70% qtr to qtr throughout Y2000 and I start to get really enthusiastic! I've researched and followed many stocks over the couse of the past 20 years and few if any ever were positioned as favourably as, imho, AMD is at the moment. The potential upside for AMD is enormous if one considers the not wholly unlikely probability of their doing $5 billion in revenues in Y2000 (10 million Athlons @$2.50, 15 million non-Athlons at $0.60, and flash memory of $2 billion). My repetitiveness stems from not only from my enthusiasm based upon the conclusions I arrive at when I look at AMD's remarkable turnaround that is currently unfolding, but also in response to the repetitive but unsubstantiated negativity expressed by some in our midst.