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

To: f.simons who wrote (120702)	7/22/2000 4:00:09 PM
From: steve harris	Read Replies (1) \| Respond to of 1572911

I disagree frank, AMD doesn't suck as bad as iNteL. That's why I hold my iNteL and buy more AMD like pauL Thursday. according to Yahoo research 2Q99 -1.10 3Q99 -0.72 4Q99 +0.46 1Q00 +1.15 2Q00 +1.51 I don't think AMD owns any Micron stock either, too bad. I'm exercising my July 75s. What are you going to do? Goutama runs a contest, www.epscontest.com I don't know if he kept up with stock price guesses. Cheers, steve

To: f.simons who wrote (120702)	7/22/2000 7:10:46 PM
From: Elmer	Respond to of 1572911

Re: "I don't care if it was Q2, the slowest quarter. Fact is, AMD has been touted as an extremely fast growing company, and the sales growth was anemic" It was, and with their competition capacity constrained and their own brand new fab operating at less than full capacity. BTW did you notice if AMD's inventory increased again in Q2? Perhaps they are once again holding back their product in order to build up the inventory on the shelves. EP

To: f.simons who wrote (120702)	7/23/2000 7:31:03 PM
From: tejek	Read Replies (1) \| Respond to of 1572911

<<This is not the problem with the stock price, IMO. Although it has been mentioned in passing a few times here, the real problem is: Q1 sales 1.09 billion. Q2 sales 1.17 billion. Not real impressive.>> Frank, I don't agree. With rev growth at 97% YOY, up from last quarter's 79% YOY, I thought this latest earning'port was excellent. The topper was Gross Margins, up to 47%, I think. Even D. Peck was blown away by that number. No, the AMD stock was under distribution well before earnings. Apparently, the sell side analyst at SSB is not the only analyst that thinks the semi cycle has peaked. That, combined with the fear that Intel is getting their act together, are the two issues holding back the AMD stock. Hopefully attitudes will change soon. ted

To: f.simons who wrote (120702)	7/23/2000 7:31:04 PM
From: tejek	Read Replies (1) \| Respond to of 1572911

This is not the problem with the stock price, IMO. Although it has been mentioned in passing a few times here, the real problem is: Q1 sales 1.09 billion. Q2 sales 1.17 billion. Not real impressive. Frank, I don't agree. With rev growth at 97% YOY, up from last quarter's 79% YOY, I thought this latest earning'port was excellent. The topper was Gross Margins, up to 47%, I think. Even D. Peck was blown away by that number. No, the AMD stock was under distribution well before earnings. Apparently, the sell side analyst at SSB is not the only analyst that thinks the semi cycle has peaked. That, combined with the fear that Intel is getting their act back together, I think are the two issues holding back the AMD stock. Hopefully attitudes will change soon. ted