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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: EricRR who wrote (106)	7/6/2000 8:46:31 PM
From: crazyoldman	Respond to of 275872

Ratbert, interesting thought on sequence of bond related events. Re: And if someone downgraded the stock just before the bond buyback, that would make the offer more attractive. How convenient! Assuming the thread's line of reasoning is correct, why was the buy back offer subsequent to the downgrade? What would the implications have been if the buy back offer came before the downgrade? Kindest regards, CrazyMan

To: EricRR who wrote (106)	7/6/2000 8:53:19 PM
From: Petz	Respond to of 275872

Ratbert, re:<And if someone downgraded the stock just before the bond buyback, that would make the offer more attractive. How convenient!> Oh yes, its the end of the semiconductor cycle, better tender your AMD bonds to you-know-who! Petz

To: EricRR who wrote (106)	7/6/2000 9:54:02 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 275872

RR - RE: "And if someone downgraded the stock just before the bond buyback, that would make the offer more attractive. How convenient!" Well that sure would explain a lot. The Salomon analyst has been pretty postitive on AMD in the past. Message 13801089 Message 13092987 He has always been positive on the processor side, and in his report yesterday he continued to be positive on processors. I don't ever recall him spending a lot of time talking about flash in his reports. As someone else mentioned, we should watch for an upgrade after Q2 earnings.