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

To: niceguy767 who wrote (9257)	9/19/2000 7:40:55 PM
From: Maverick	Read Replies (3) \| Respond to of 275872

With Cobalt, SUN uses AMD chips news.cnet.com The Linux community has shown strong interest to use the dual-processor AMD Mustang when it's available.

To: niceguy767 who wrote (9257)	9/19/2000 7:58:51 PM
From: Paul Ma	Read Replies (2) \| Respond to of 275872

An elenchus long overdue Does your estimate take into the 31% tax that AMD will face in 2001 as opposed to 17% tax this year that Banc of America said? If you do then you expect a minimum eps of 3.5/.83=4.2 untaxed this year with 5/.69=7.2 untaxed next year. If so,how do you expect that will happen?? You think just because AMD can make a bunch of chips, it can sell it all? Forgot Q2 already when they lots of inventory? Think corporations will buy AMD chips the day it comes out? There is little indiction that businesses are going to buy any AMD server chips or are showing any enthusiasms about them beyond rumors of Sun. In your argument you wrote nothing about what Intel can do in the next year and so on. By the end of the year Intel will have 7 fabs running at .18 micron and supply will be much higher and equilbrium price will be lower for both companies because they are substitute goods. One postive thing I see in the demand and supply scenerio is that since Intel and Amd's supplies are fairly inelastic(in the long run they are elastic of course)but Intel's DEMAND is much more INELASTIC than AMD. This means if both companies slash prices, AMD will GAIN revenue while Intel will LOSE revenue. Oh and one final thing, your quotidian folderol about how AMD will be at 35, 40, 45 next week or whatever is very tiring. You seem to believe that AMD is being misunderstood in some way because people don't know enough about its product line up or whatever... maybe that's why you remind everybody about how many units AMD will ship or plans to ship. I don't find that argument very logicial. The investment community knows what is going on. The analysts are not stupid, but they are quite tendentious because of the nature of wall street. What would you say if they know everything you know about AMD, and still won't say it's good because of overall market factors????? You make it sound like AMD is risk free this year and next year. That is defintely not true, it is still a high risk stock because of dangers of Willamette, chances of penetrating business markets, factory screwups, and the very cyclicial nature of the semis. Paul who is not trying to sound mean but probably did sound mean