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

To: ptanner who wrote (104910)4/13/2000 2:43:00 AM
From: 5dave22  Read Replies (1) | Respond to of 1575775
 
Interesting, I've seen a few articles saying "Rambus(t) disappoints". But they beat the consensus by a full penny! I think the next few weeks will see a re-valuation of chip stocks. I'm also stocking up on more NSM.

Dave



To: ptanner who wrote (104910)4/13/2000 9:09:00 AM
From: Dan3  Read Replies (1) | Respond to of 1575775
 
Re: Trying to disagree (a little) agreeably...

It is never a bad idea to invest carefully, and to consider possible downsides.

Having said that, the factors you've described are exactly those that I think will most benefit AMD in the coming quarters: the move from the value market to the corporate market where prices are much higher for products the cost pretty much the same to produce.

Regards,

Dan


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