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


To: dougSF30 who wrote (5617)8/18/2000 4:18:14 PM
From: Pravin KamdarRead Replies (2) | Respond to of 275872
 
Doug,

I'd prefer my 3.6M K7's to be made up of as many Tbirds as possible.

Me too! As long as they sell 3.6 M K7s. AMD's stock is not so undervalued due to lack of technology or execution, it's due to lack of confidence. If they miss the unit target, after repeated guidance, confidence will be further eroded.

Would you please cite the source of your retail evidence?

I cite my own two eyes. Please don't play "where's you link" games with me. For all I know, K6 sales could be doing great overseas.

I find it unlikely AMD will not "approach 7 million units" and sell 3.6M K7's, given that Jerry reiterated this AGAIN just yesterday.

I hope you're right.

Pravin