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


To: kash johal who wrote (1456)7/19/2000 10:04:46 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
Kash, anyone suggesting this is an expensive stock, given another solid quarter, and strong future guidance, is nuts.

I guess he must rate Intel and most other semis as strong sells, then.

Sure revenues were limited-- by infrastructure, as was made clear in the CC, and was also said to be in good shape for Q3.

I'm sorry, but I don't see his comments as anywhere near fair.

Is SG Cowen another Intel-loving outfit?

Doug