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


To: Cirruslvr who wrote (9536)9/21/2000 4:51:30 PM
From: niceguy767Respond to of 275872
 
Cirruslvr:

AMD's ASP's are on the increase as most here are well aware...INTC's ASP's are on the decline, what with the recalls and with being checkmated by the "spry Athy" in low, medium and now high end of the consumer space as most here are well aware...Also INTC has been hurting in Europe ever since production of their "FBI" chip...Europe has been unforgiving!!!

I would suspect, as some others here have posted, that today's INTC announcement marks the point at which the untenable price gap between INTC and AMD rapidly begins to narrow, maybe even disappear!!! Execution divergences have been all too apparent for the past year...Now it's time for price divergences to click in...I think we're about to see AMD enter the passing lane!!!



To: Cirruslvr who wrote (9536)9/21/2000 4:54:07 PM
From: GoutamRead Replies (2) | Respond to of 275872
 
Cirruslvr,

The BOA analyst the downgraded INTC a week ago would have gained great reputation if had stayed with his original downgrade. Now he will look even stupider with his upgrade two days ago.

Goutama