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

To: Charles R who wrote (105459)4/14/2000 11:00:00 AM
From: Charles R  Respond to of 1574071
 
I know some of you don't trust this but I think this could explain the relatively strong action that we see today...

thomsoninvest.net

P.S.: Yesterday it was looking even better. So, I see a LOT of institutional money has flown into the stock over the last week or so. Can someone post how the institutional holding ratio in AMD has changed of late?



To: Charles R who wrote (105459)4/14/2000 11:41:00 AM
From: Joe NYC  Read Replies (1) | Respond to of 1574071
 
Chuck,

I think in Q1, the quantities of Athlon chips were still too small to amount to any pressure on Intel. Intel is still charging more per equivalently clocked part.

In light of all the problems of the processor and chipset business, I think blow-out is less likely, unless some other division can step up, and contribute seriously. But I don't think AMD is threatening Intel's earnings yet. That may start in Q3.

Joe


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