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

To: Charles R who wrote (102593)	4/6/2000 1:56:00 PM
From: Jim McMannis	Respond to of 1574852

He cut when AMD was 56 or less it appears by the wording of the article. It appears, this was a Tad too soon. He should have consulted Niceguy first. <G> I guess Needhams preferred customers got the word first. The rest of us had to wait for Bloomberg....thank goodness. Jim

To: Charles R who wrote (102593)	4/6/2000 2:00:00 PM
From: kapkan4u	Read Replies (1) \| Respond to of 1574852

Tad makes a lot of sense. He issues a "buy" recommendation when the stock is at $72 with a price target of $58. You buy now and sell when AMD gets to the price target for a nifty profit of -$14 dollars per share. Any questions? Kap

To: Charles R who wrote (102593)	4/6/2000 2:26:00 PM
From: that_crazy_doug	Read Replies (2) \| Respond to of 1574852

<< I have seen Tad's moves for a while now. Tad is a value stock guy and his "strong buy" was justified on the ridiculously low valuation of AMD over the last year. It is still a value but not as much as it was before. So, I can see how he moved from "strong buy" to a "buy". >> I think the insane part is price target from 56 to 58. How can you set a $58 price target, and then issue a buy on the stock when the stock is trading in the 70s. Either you think it's going to 58 and you should have a strong sell or sell, or the price target should be at least above 70.

To: Charles R who wrote (102593)	4/9/2000 8:01:00 PM
From: tejek	Read Replies (1) \| Respond to of 1574852

I have seen Tad's moves for a while now. Tad is a value stock guy and his "strong buy" was justified on the ridiculously low valuation of AMD over the last year. It is still a value but not as much as it was before. So, I can see how he moved from "strong buy" to a "buy". Chuck, Welcome back...ignore my post asking where you've been. As for Tad I agree with what you said. I think the only thing off is the price target. We know Tad isn't stupid.....he was the first analyst to see where AMD was going......so I have to assume its a typo. Of course since I am behind in the posts, that issue may have been clarified by now. ted