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

To: niceguy767 who wrote (110088)	5/10/2000 9:34:00 AM
From: Valueman	Read Replies (1) \| Respond to of 1578015

From a Yahoo chat last night with Cramer and Bill Fleckenstein, the ultimate short: jmusmif asks: Opinion on AMD? Creme_Delacramer: I missed this one. It is a reminder that you can't get too negative, as I did, about any company. This was me with blinders onì bill_fleckenstein: They are kicking intc's b### at the high end and will continue to do so.

To: niceguy767 who wrote (110088)	5/10/2000 11:53:00 AM
From: tejek	Read Replies (2) \| Respond to of 1578015

CISCO earns $0.14 and trades at $60, AMAT looks to earn $0.55 and trades at $90, Intel earns $0.70 and trades at $120...What should AMD trade at earning $1.15 and with such phenomenal growth prospects based upon world leading flash and microprocessor division outlooks? I'm with you, at some point, it will catch up... niceguy, I would not use the above as goals for AMD. CSCO reported stellar earnings last nite and is down today.....the operative word is overvalued. At least in the short term the above stocks are more likely to come down to meet AMD than the other way around. Such are the whims of the market place. ted

To: niceguy767 who wrote (110088)	5/10/2000 4:51:00 PM
From: manfredhasler	Read Replies (1) \| Respond to of 1578015

COOL POSTS: Why AMD is undervalued. Message #110089 from niceguy767 at May 10, 2000 9:23 AM ET niceguy At 10:37 AM ET I placed my order for 500 AMD. I wonder now whether the time delay of one hour is just coincident or your reminder did provide assistance in that buy decision. Anyway, I appreciate your comments. As others do - obviously. Manfred

To: niceguy767 who wrote (110088)	5/11/2000 5:59:00 AM
From: SyncMan	Read Replies (1) \| Respond to of 1578015

I think the answer to your question is "Pricing power". Cisco owns the internal IP market. That gives them pricing power. Intel (used to own) high end personal computer market (Pricing power). AMAT is currently the leader in something, aren't they (Pricing power). All Intel ever had to do to hurt AMD in the past was lower the price of it's top-end chips so that AMD couldn't make any money with it's top end chips. I for one, hope (and think) that this situation is changing, but I (and the investment community) am not sure yet. Until investor's think that AMAT won't catch cold any time INTEL wants it to, it won't get a good valuation. Plus, didn't AMD (because of Intel's pricing power) miss targets continually? People, even now, do have a little memory. But not much. Take heart. And good luck. Macro economics looks to doom us all short term.