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

To: Cory Gault who wrote (94399)	2/20/2000 9:20:00 PM
From: steve harris	Respond to of 1571929

Cory, When are you going to sell your AMD? I'll give you a free clue: DELL will not ship AMD. About HP Vectra series: hp.com Why do you suppose there are NO P3-800s listed? About your Compaq Deskpro series: compaq.com Why do you suppose there is no P3s higher than 733 listed? Even DELL: commerce.us.dell.com "Please contact your sales representative for more information as estimated ship dates for the Pentium© III Processor at 800MHz will exceed 30 days." With the current Intel problems continuing, you may still get your 200% gain from here on AMD. You may even consider selling your Intel and buy more AMD, or do you know when Intel might change their current failing course? steve

To: Cory Gault who wrote (94399)	2/20/2000 9:59:00 PM
From: tejek	Respond to of 1571929

I don't think you get the stock appreciation like 200% up from here as some predict without commercial or server penetration... CG, I disagree....increasing pc market share from 16% to 30% and the ongoing increases in flash are more than enough to ensure ongoing revenue increase and ongoing profitability for AMD. At $80 AMD's forward P/E is 28....a steal in this market. The way things are right now, I see an easy $80 without the business pc's and with....an easy $100. ted