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

To: Road Walker who wrote (100955)3/30/2000 11:41:00 AM
From: chic_hearne  Respond to of 1574005
 
John Re: So how much success is priced in, and how much success will we see in Q1? Enough to keep these folks from selling?

John,
That's anyone's guess. I think most institutions like to hold for the long term. It will all depend on the circumstances that play out over the rest of the year. I don't think we will see the percentage of institutional inverstors go down anytime in the next 6 months. Anything beyond 6 months is too hard to predict. How often are those stats updated?

chic



To: Road Walker who wrote (100955)3/30/2000 12:17:00 PM
From: Jim McMannis  Respond to of 1574005
 
John,
RE:"So how much success is priced in, and how much success will we see in Q1? Enough to keep these folks from selling?"

Now John, you know there will be excessive pumping at the institutional level before there is dumping. They haven't yet begun to pump!
Wait for the blowout quarter. They will be falling all over themselves saying...we recommended AMD at 16!
Jim


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