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

To: Brian Hutcheson who wrote (116421)	6/19/2000 1:11:00 AM
From: Eric K.	Read Replies (1) \| Respond to of 1572549

Brian-- The market cap of AMD does not reflect a company that, through its joint venture, is the largest, highest-margin player in the flash memory market and is, additionally, aiming at 30% market share of the >$30B microprocessor market. I am very well acquainted with the effects of AMD's 350% stock appreciation since October of 1999. (I acquired Jan, 2001 leaps, which I have not touched since, in August, and am enthusiastically looking forward to them becoming long-term cap gains shortly after July earnings.) I realize that AMD is the #1 performing S&P500 stock YTD (by a wide margin, 50%). None-the-less, I do not believe that the majority of AMD's rise so far is due to the investing populace realizing the strength of Athlon or that Intel's decision to de-emphasize cpus with the Andy->Craig shift was a mistake. -Eric