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


To: Jim McMannis who wrote (100438)3/28/2000 11:59:00 AM
From: chic_hearne  Read Replies (1) | Respond to of 1574732
 
Re: So Chick, are you still a big Lakers fan?

No I'm not. You must be from the LA area Jim? Or else you catch a lot of the Lakers games on TV?

chick hearn (is that correct?)



To: Jim McMannis who wrote (100438)3/28/2000 12:08:00 PM
From: 5dave22  Read Replies (2) | Respond to of 1574732
 
Man, this board has been active lately! I left for LA on Thursday and fell a few thousand behind! My wife found an article in either Forbes or Fortune on AMD - has this already been a topic here? Nothing we don't already know, but the press is good.

I'm really starting to side with a few people on this board that have been talking about a price explosion here. If AMD executes well over the next two quarters, I get the feeling this stock could easily quadruple. As a real competitor to INTC in microprocessors and leaders in FLASH, a $35B market cap isn't unrealistic.

Is the market really THAT worried about Willy?

I was at an internet advertising conference yesterday at the Cathedral Hotel in SFO, sposored by DoubleClick, Talk City and a few others. Man, it was fascinating! There is some awesome stuff coming up on the horizon. Some of the new technology WILL require processors in the GIG area. AMD is very well positioned in the market place - EVEN IF INTC retakes the "speed lead". When AMD starts producing GIG chips in volume, and efficiently (cost-wise) - they're gonna sell a ton - for a long time. And we're going to become very wealthy.

Dave

ps - a few of the panel members were 28 year old CEOs of cutting edge software. no presentation skills, but so damn smart. and so damn rich.