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

To: 5dave22 who wrote (103714)	4/11/2000 10:51:00 AM
From: niceguy767	Read Replies (1) \| Respond to of 1570917

5dave22: Re: "Thread, we know 1) MOT let down 2) AMD will not. So if INTC doesn't report stellar numbers - which way will we go? I think we might be weighted down by MOT/INTC and fall further (though I also think we'll rebound between today and tmw). I'm just thinking options are VERY risky right now. I just added to my stock position @ $69." Comment: The market is not always rational...as evidenced by this AM's nonsensical drop in AMD! As mentioned earlier, this AMD drop is likely to be ephemeral...Come Wednesday with the earnings release, we'll be wondering how it was possible, imho!

To: 5dave22 who wrote (103714)	4/11/2000 10:53:00 AM
From: f.simons	Read Replies (1) \| Respond to of 1570917

>>Thread, we know 1) MOT let down 2) AMD will not.<< Hi Dave- Too early to tell if #2 is correct or not. What earnings level do you think is built into AMD's price right now? If it's 1.10,.70 could be disastrous. While.70 would be stellar earnings, I doubt you are going to get much of a pop from current levels. AMD has had a huge, well-deserved recent runup, but the question is has it gotten a little ahead of itself? Of course, this is just my opinion. I could be wrong (TM Dennis Miller) Frank