Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Imran who wrote (104308)	4/12/2000 3:39:00 PM
From: 5dave22	Read Replies (2) \| Respond to of 1580268

Imran <BTW, did anyone consider what will happen if AMD misses?> Yes, Paul returns. Dave ps - how could AMD miss? They're 100MM over last quarter, in this <AMD's weakest quarter of the year>.

To: Imran who wrote (104308)	4/12/2000 3:49:00 PM
From: that_crazy_doug	Respond to of 1580268

<< Two days in a row where AMD has taken a hit for 7+ intraday. It seems like someone is in a hurry to unload as the other semis aren't taking as big a hit.(Not counting MOT.) >> It also had the biggest run up of any semi before those 2 days, and on the second day the hit wasn't on heavy volume. << I'm not as optimistic on earnings based on the pre-earnings action. I think they'll turn in somwhere near the estimate, a great number, but not enough to justify the current price. >> Actually, even if htey only 'make' the number it would be the most justified price of all the semi stocks out there. << BTW, did anyone consider what will happen if AMD misses? >> With revenues 100M higher than last quarter it seems unlikely they'd have less than .50 cents, even if they were only able to hold that with a positive outlook on the future they'd still be the best buy of the semi's.

To: Imran who wrote (104308)	4/12/2000 3:50:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1580268

Imran Re <<BTW, did anyone consider what will happen if AMD misses?>> Frankly, ....not really! If they do not make 0.40's, we'll be in the $30's! Shouldn't happen. Mani