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

To: Joey Smith who wrote (92994)	2/14/2000 11:05:00 AM
From: Elmer	Read Replies (1) \| Respond to of 1576165

Re: "if there is only so-so demand when Athlon products are just beginning to ramp, Intel supplies are tight,,,what happens when Intel ramps agressively, cuts prices agressively? " AMD will extend their current price war. That's why I think AMD should convert Dresden to Flash and let 'er rip. EP

To: Joey Smith who wrote (92994)	2/14/2000 11:17:00 AM
From: niceguy767	Respond to of 1576165

Hi Joey: Merrill, not unlike some of the gullabee posters here, were neutral at $17, 4 months ago! Someday their neutral rating will prove accurate, but not at $44.00, and probably not in Y2000!!!

To: Joey Smith who wrote (92994)	2/14/2000 12:33:00 PM
From: steve harris	Respond to of 1576165

joey, re:"might have to sell my AMD stock sooner than I thought" A word of advice: Sell before pAuL dumps his huge holdings of AMD. Make it so, Mysef If ifs and buts were gifts and nuts.................

To: Joey Smith who wrote (92994)	2/14/2000 1:17:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1576165

Joey - RE: "what happens when Intel ramps agressively, cuts prices agressively?" Big Intel price drops were supposed to occur in January. Supply was supposed to get better this month, but an Intel exec is on record as saying supply will be much better NEXT month. When are these aggressive price cuts by Intel coming??? AMD gets stronger each day these aggressive price cuts from Intel don't occur.