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


To: niceguy767 who wrote (6694)8/28/2000 1:07:26 PM
From: f.simonsRead Replies (2) | Respond to of 275872
 
Is that Intel or AMD who are shipping 1.1 gig Athys today...INTC $75-3/4(+2-3/4), AMD $34-7/8(+3/8)...And to think some assume a "rational market model" as the basis for stockmarket pricing...

Hi Niceguy-
As I have been saying for several days, no one cares about 1.1 or 1.4 or 2 gig launches. As I predicted, the launch today is a non-event. At least one analyst agrees with me, for precisely the same reasons I had for making the prediction. The article is about Intel, but the comments apply equally to both companies.

Message 14283378

We can all stop pulling our pants down and comparing the size of our megahertz. No one cares anymore. Hardware has gotten ahead of software like at no other time in history.

Frank



To: niceguy767 who wrote (6694)8/28/2000 1:07:58 PM
From: kash johalRead Replies (1) | Respond to of 275872
 
Niceguy,

AMD undervalued.

Well i am not so sure.

AMD is at another inflexion point.

I see it going much lower or much higher.

Frankly a $20-30 stock price in Q1-Q2 of 2001 would not surprise me.

Neither would a stock price north of $100 a share.

Investors who simply buy deep out of the money calls will either get killed or make a killing.

Just my .02,

regards,

Kash Johal.