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


To: niceguy767 who wrote (107297)4/21/2000 9:03:00 PM
From: Steve Porter  Read Replies (1) | Respond to of 1572604
 
Niceguy,

One word of caution. If Intel takes a valuation hit due to it's slowing growth, ignorant investors may view that a sign that Intel's marketplace does not support high valuations (regardless of earnings growth)... Just a word of caution ;)

Regards,

Steve



To: niceguy767 who wrote (107297)4/21/2000 9:17:00 PM
From: Goutam  Read Replies (2) | Respond to of 1572604
 
niceguy,

Geat news related AMD. I wish the news about AMD processors sold out for this quarter
came on Wednesday. My Apr 85 calls expired worthless :<{

Here is some more good news from the market fundamental side -

Institutional holdings of AMD stock has gone way up last two weeks. It seems
they have loaded up on AMD when everybody was selling scared during the
brief period of Naz' crash.

I have the data shown (under the contest entries table) at epscontest.com.
Here is a copy of it


o 60% (83% of float), 18.3M shares (+16.84%)4/21
o 55% (76% of float), 14.6M(+14.85%)4/14 from Q1'00
o 55% (76% of float), 14.1M(+14.49%)3/30 from Q4'99
o 57% (80% of float), 17.6M,+17.19% 3/07
o 55% (77% of float), 2/07?


Regards,
Goutama