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


To: happy_henry who wrote (3778)8/6/2000 9:20:46 AM
From: peter_lucRead Replies (1) | Respond to of 275872
 
Wow, a great introduction!

"But I do continue to see the "up" potential for AMD beating the "down" potential, so I'm holding long quite strongly right now. (...) I see a return to above 80 (or just 40 post coming split) within the next month as very likely, and 160 (or 80 after aug. 21) by the end of the year seems quite possible."

I sure hope that you are right!

Greetings, Peter



To: happy_henry who wrote (3778)8/6/2000 10:51:52 AM
From: milo_moraiRead Replies (1) | Respond to of 275872
 
<font color=darkorange>Happy Henry, Very Nice Post! I feel even better now that your using your SI gift, and WELL I might add.

A very nice 1st post!

Milo

P.S. I look forward to hearing how long your Linux box continues to run flawlessly! LOL



To: happy_henry who wrote (3778)8/6/2000 1:08:21 PM
From: crazyoldmanRespond to of 275872
 
Hello happy_henry,

Welcome, and thanks for posting your thoughts on AMD. It's good to see someone expressing some positive thoughts here, recently the black cloud of death has sweep over the outlook of this thread (with good and sufficient cause). Right, wrong, or indifferent, I share many of your views regarding the upward potential of AMD.

Re: Quite simply, based on what I'm seeing, I'm going to go out on a limb and call a bottom for AMD here at 60. It's just too hard to see this company which has a projected one billion in earnings just this year to be valued at under 10 billion for much longer (currently 9.6 billion).

AMEN!

Also I believe AMD dual processor systems will be showing up sooner than some think (quite possibly even by sometime next month).

Jerry did promise "a surprise or two along the way" at the annual meeting in New York this spring did't he. Perhaps you're on on track here, I share your hopes anyway.

And with the continuing industry adoption of DDR as the next standard, I believe we will see the first AMD DDR 200/266 chipsets released very soon (likely within the next six weeks in time to see dual Athlon CPU/ DDR 266 machines by October). Also as time goes on there seems to be only more evidence revealed that Willamette and Itanium are not going to be seen for quite a bit longer than a lot of people think, so Intel is resorting to another PIII die shrink and other intersting tactics (I'll avoid the use of the word, "tricks") to yet again extend the life of their existing old Pentium Pro architecture of six (?) years ago, all of which suggests that Intel is genuinely afraid they are going to have problems competing with AMD in the coming months/years.

DDR is looking better and better as we go along. With general industry support and AMD's advanced planning for DDR, this is just one more "positive" Wall Street seems to want to ignore at the moment. Our chief competitor does seem to stumble a lot lately, my personal theory for explaining this is that our competitor no longer has the luxury of time it once did. In the past they've been able to say to the development people, "Why don't you take a several hundred million dollars down to the lab and work on this or that and if it doesn't work out just bury the damned thing." Now that AMD's competitor faces AMD's products, and AMD's products equal or betters them at their own game, AMD's competitor looks inept. IMHO, for their entire history, AMD's competitor has prospered in an environment of virtually "no competition". This is no longer so, AMD CAN and IS executing production/marketing plans beautifully. I see AMD executing even stronger in the next 6 to 12 months as the pieces continue to fall into place.

Re: My homemade classic Athlon 750 personal/server Linux box has been running non-stop since last year now, without fail (or over 5000 CPU hours). I like it.

Glad to hear this. I've built over 50 Athlon machines (both slot and socket) at work. I like each and every one of them, there's not been a "bad one" in the lot. The socket machines look VERY GOOD.

Again, good to have you on board and thanks for sharing your thoughts, I'm looking forward to hearing more from you.

Kindest regards,
CrazyMan



To: happy_henry who wrote (3778)8/6/2000 3:58:10 PM
From: Paul MaRead Replies (1) | Respond to of 275872
 
Welcome Henry!!!!!!!

It's exciting to see another young trader.

Paul



To: happy_henry who wrote (3778)8/6/2000 6:39:11 PM
From: eplaceRespond to of 275872
 
happy...yeah and my name is Gilmore.

Just kidding. That was a very good initial post. Glad to see you join the thread.

Ed P.