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


To: tejek who wrote (110018)5/9/2000 11:32:00 PM
From: Mani1  Read Replies (1) | Respond to of 1577063
 
Ted re <<As if we didn't have enough to worry about, the wall of worry just got bigger.>>

Sounds like the perfect time to buy!

Mani



To: tejek who wrote (110018)5/10/2000 12:18:00 AM
From: Charles R  Read Replies (2) | Respond to of 1577063
 
Ted,

<There was speculation that flash shortages were behind the slowing sales.>

That wouldn't be surprising! Would it?

<As if we didn't have enough to worry about, the wall of worry just got bigger.>

From a stock holder point of view, I couldn't be happier about the Flash situation. This is an area where AMD is outexecuting everyone in the market, including Intel. I wouldn't be surprised to see Flash grow in the 10-15% range this quarter (compared to Jerry's comments about being up in mid-to-high single digits).

Chuck