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

To: kash johal who wrote (87206)	1/14/2000 12:42:00 PM
From: tejek	Respond to of 1573645

He dosn't do real deep analysis, he is more of a trader. When you are a trader you have to go with the big Mo... AMD has little mo... right now. Kash, I agree with everything you said but I still think he's a no neck a-hole. And it p*sses me off that he bought AMD....I know, I know its a free country! ted

To: kash johal who wrote (87206)	1/14/2000 1:32:00 PM
From: Cirruslvr	Respond to of 1573645

Kash - RE: "And I would consider north of $0.25 a blowout." If that's your definition for a blowout, I think we should all prepare to get blown away, but not like that E-Trade commercial. ;)

To: kash johal who wrote (87206)	1/14/2000 3:25:00 PM
From: Petz	Respond to of 1573645

kash, re:<North of $0.10, good. North of $0.25, blowout> I'd agree with you. Albert has sent me a lot of analysts reports and all of them say "We expect AMD will beat our estimate of ...." -- and then they don't raise the estimate or the "opinion" ... until earnings come out, I expect. This leaves room for upside. BTW, that 17% market share results in an estimate of 6.46M AMD CPU's if the total market was 37 million. Intel was supposed to have 32 and AMD 5, right? Of course some of the CPU's for computers sold in the 4th quarter were bought in the 3rd quarter which means the number could be even higher. Petz