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

To: tejek who wrote (115000)	6/8/2000 4:40:00 PM
From: Mani1	Read Replies (2) \| Respond to of 1571926

Ted, AMD has hit and closed at SEVERAL all time highs since the prediction of lower EPS next year was listed on yahoo. The sell off was related to the over all market. AMD has faired very well and should continue to outperform the market going forward. I for one think the lower EPS estimate for next year which includes taxes is not meaningful. Re <<I believe my concerns have validity and maybe even some merit.>> I respectfully disagree. Mani

To: tejek who wrote (115000)	6/8/2000 4:55:00 PM
From: TimF	Read Replies (1) \| Respond to of 1571926

So what would your prediction for AMD at the end of July be? I know short term movements are hard to predict, but I would be interested in seeing your opinion. Niceguy - What would your pessimistic opinion be? Assuming NADAQ goes down a couple of hundred by then and no positive suprise from AMD? Tim

To: tejek who wrote (115000)	6/8/2000 5:35:00 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 1571926

Ted, I believe my concerns have validity and maybe even some merit You cite concerns over trading volumes and closing prices. Do you have any concerns over any of the fundamentals? My reasoning is that while AMD is still not a trusted stock it will at least move up with earnings. As trust returns the associated P/E increase will be icing on the cake. Now we know that Dresden execution was good the downside looks very limited to me.