Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tejek who wrote (88956)	1/22/2000 2:24:00 PM
From: f.simons	Read Replies (4) \| Respond to of 1584300

>>In fact I see AMD starting to move back up next week. I think the selloff was overdone and the smarter investors have moved back in....hence the large volume the past 2 days.<< Ted- I understand that Sanders said this quarter will be flat. Given that, why should the stock move up next week? AMD stock has already been richly rewarded for Q4 results, even considering the earnings. AMD has a very high target to hit now, one of the disadvantages of a blockbuster earnings number. All biases aside, it seems to me that AMD had an almost perfect Q4 and Intel had a ton of problems and still had a pretty good report. Which company has the most room for improvement over the next 3-6 months? IMO that company is Intel. Certainly, if the market wants to reward AMD for past performance rather than future improvement, the stock should go up next week. So far, however, the market has chosen not to. AMD may be about to learn that blowout numbers can be a two-edged sword if there is skepticism that they can be repeated and improved on. Frank

To: tejek who wrote (88956)	1/24/2000 12:10:00 AM
From: Petz	Read Replies (3) \| Respond to of 1584300

ted, re:<The street/analysts don't appreciate a lack of guidance...> You're right and AMD has always been that way -- they don't tell the analysts much. There really is no excuse for them anyway, because it was obvious this quarter that AMD's market share was rising. Yet I do agree with you, the analysts "punished" Jerry for not telling them what was going on earnings-wise. IMO, it matters little, since "value will have out." It may take the Q1 earnings to push through the old highs, because then they will realize this is not a repeat of Q4/98 - Q1/99. (Ugh over 200 posts to wade thru!) Petz