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

To: tejek who wrote (110126)5/10/2000 2:00:00 PM
From: Charles R  Respond to of 1579719
 
<Seriously, any comments re my post on SNDK? Its down 8 today...the sucker will have the best P/E on the Naz when it finishes its current down trend.>

And I am accumulating ;-)

I think today's a good day for AMD longs. Intel's recall of the motherboards will make it increasingly difficult for OEMs to accept a fast Wilamette ramp even if Intel wants to. I can't think why an OEM (spare Dell) would want to take on additional risk if they see Intel as cutting corners and rushing products - which has become a clear pattern of late.

And Mr. Market is blessing us to buy AMD and some other nice stories at a discount.



To: tejek who wrote (110126)5/10/2000 2:10:00 PM
From: 5dave22  Read Replies (1) | Respond to of 1579719
 
Ted - who know whats going on with NAZ, but SNDK in the $60s represents a GREAT buy. We all know the story with flash - and SNDK is VERY strong in Data Storage Flash. It's a great time to buy - I got another 100 shares this morning. It might dip further with the NAZ, but I don't want to miss it below $70.

Dave


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