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


To: Cirruslvr who wrote (112756)5/25/2000 2:56:00 PM
From: Charles R  Read Replies (1) | Respond to of 1571099
 
<How about potential Business skus? I don't know if it will move the stock, but I think it will be VERY good news for AMD. >

Yup! That is a big one. Analysts keep thinking AMD can't break into that segment. Such an event can change the company valuation.



To: Cirruslvr who wrote (112756)5/25/2000 2:56:00 PM
From: Scumbria  Respond to of 1571099
 
All-

Looks like we are headed for another bad day on the stock market.

Scumbria



To: Cirruslvr who wrote (112756)5/25/2000 2:59:00 PM
From: Goutam  Read Replies (4) | Respond to of 1571099
 
Cirruslvr,

> How about potential Business skus? I don't know if it will move the stock, but I think it will be VERY good news for AMD.

That would would certainly have some positive impact on the AMD stock price. Another one would be (which is the most unlikely one to happen) DELL coming on-board with Spitfire/Athlon SKUs.

For some reason, I would like to see Intel continuing with RAMBUS saga, and DELL continuing to be single CPU supplier dependant, just to see how it would pan out in the long term.

What's wrong with the DOW today? Going down fast and taking AMD down with it.

Goutama



To: Cirruslvr who wrote (112756)5/25/2000 3:59:00 PM
From: Pravin Kamdar  Respond to of 1571099
 
How about potential Business skus? I don't know if it will move the stock, but I think it will be VERY good news for AMD.

I would bet that Micron will be adding consumer and business Athlon based SKUs soon.

Pravin.