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


To: chic_hearne who wrote (6712)8/28/2000 2:58:03 PM
From: kash johalRespond to of 275872
 
Chic,

I tend to agree that Q4 will be great for both AMD and Intc.

Both have added capacity and asps look good.

The key to the stock price in Jan 2001 though is based on forward looking estimates for 2001.

Thats where i see some concern as supply ramps up from AMD and Intc.

regards,

Kash