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

To: Jim McMannis who wrote (5602)	8/18/2000 3:25:24 PM
From: Epinephrine	Respond to of 275872

<while others like myself get very frustrated when they see AMD fumbling the ball and missing opportunity> <OTOH, AMD has only so much resources and decisions have to be made about what projects are more important> Jim, Yep, I totally agree. I don't think that citing a specific AMD failing but also expressing appreciation for their overall performance is a diametrically opposed statement. I continue to remain invested in AMD but I share your frustration Intel had an exposed weakness, a chink in the armor, and AMD failed to fully exploit it (in my opinion). I believe that you (and others) are right in that the missed sales are "virtually impossible to make up." Every sale of an Intel processor instead of an AMD processor put one person on an Intel upgrade path. If that processor is upgraded without changing the motherboard that is a guaranteed Intel sale. Also market share gains and revenue gains are a feedback cycle. Each processor sale gives AMD more industry respect, more revenue, more clout, more resources to facilitate the next sale. To claim that a lost sale is just a lost sale and can be easily made up next quarter ignores the hidden value of time and industry positioning that each sale contains. AMD gets more for every sale of a processor than their simple monitary profits and a lot of that value is time based. Regards, Epinephrine

To: Jim McMannis who wrote (5602)	8/18/2000 4:06:06 PM
From: Epinephrine	Respond to of 275872

Jim, There are so many posters that some times I get confused. You have stated a faith in technical analysis as a complementary strategy right? I am not sure but I think so, so I have a few questions and would like to see what you think. 1) considering we have seen max-pain be a startlingly accurate predictor of price direction over the last few months and that price direction has recently seemed to help us get back to 70. What are your feelings on how AMD will perform after today when that upward (to reach max-pain) pressure is relieved. Will we lose support? 2) How do you anticipate the split affecting the stock 3) Do you think that there was a gap in the 60's? I think that prior to this drop AMD had only spent about 2 or 3 days in the sixties? (not looking at a chart right at the moment) And if so how do you determine when a gap has been sufficiently filled? Thanks (for any reply and for all of your posts since way back when I first started reading here), Epinephrine PS: Would welcome anyone else's thoughts as well.