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


To: fp_scientist who wrote (634)7/12/2000 11:35:55 PM
From: kash johalRead Replies (1) | Respond to of 275872
 
fp-scientist,

re: earnings is all there is.

WRONG!!!

AMD shattered earnings estimates last quarter.

What happened to the stock price......hint it declined for a while.

The keys will be if AMD can show good earnings AND have positive guidance AND adress the willy FUD.

As well clear up why lack of oem Duron and tbird support.

Best regards,

Kash



To: fp_scientist who wrote (634)7/12/2000 11:38:18 PM
From: crazyoldmanRead Replies (1) | Respond to of 275872
 
fp_scientist, welcome to the thread. Well one of them anyway.

Re: Just wonder why so many of you put up for so long with the abusive behavior of a few of the old thread posters.

Don't know how the others feel but for me it's kind of like putting up with mosquitoes and flies, just something one tolerates. It's good at times to get away from that also. I'm looking forward to your contributions, how long have you been long AMD?

Kindest regards,
CrazyMan



To: fp_scientist who wrote (634)7/13/2000 1:13:32 AM
From: Mani1Respond to of 275872
 
fb, Hi, welcome and I hope you stick around.

Re <<Earnings, earnings, and beating earnings estimates is all there is to it.>>

Yes that is true in the long term. Once AMD continuously delivers the earning, quarter after quarter, the little stuff won't matter as much. Currently AMD needs to show much more than that. As Kash noted, recently earnings have been very good but street still thinks it is a "flash" in the pan.

Mani