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

To: xun who wrote (89252)	1/24/2000 5:32:00 PM
From: MYNGA	Respond to of 1572366

Today AMD stock went down again despite some good news over the weekend. I believe the price cuts play big impact since investors still not convince that AMD will continue to make money and the price cut wouldn't help to make the future outlook better. A lot investors outhere still belive Intel will strike back, so AMD may cut prices ahead of time to maintain market share. The truth is AMD has good yields in both Fabs while Intel still struggle with the Coppermine production. AMD can afford to cut price to stimulate demand and I believe one of the main reason is to hurt Intel as AMD knows intel still have bad yield. But investors do not see that due to the lack of upgrades and positive comments from analysts. This is a shame.

To: xun who wrote (89252)	1/24/2000 5:34:00 PM
From: tejek	Read Replies (1) \| Respond to of 1572366

I don't have a theory. But I can share my experience with another turn-around stock: CS. If you are watching the network industry in the last couple of years, CS has been a dog. Nobody give them a chance because CS competes against CSCO and NT. panic_mob, I agree to some extent but the stock was run up rather nicely by the buy side big guys (I don't think that the run up was due exclusively to the retail investor....the float's to big). That is why I am surprised by the extent of the pullback....it definitely is overdone even if all you do is look at where AMD was a week ago. ted