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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: stribe30 who wrote (124398)	9/21/2000 9:37:30 PM
From: tejek	Respond to of 1585829

Ted: I have seen a couple of reports on hardware sites that have said AMD sources claim they would easily reach and meet Q3 estimates.. you seem to have fallen slightly into the trap that has affected the AMD stock drop that if something happens bad to Intel.. then it must be bad or worse for AMD.. perhaps it will take the Q3 meeting before analysts and investors --even faithful AMD ones -- will accept that premise to not always be true. Scott, Actually I think you may be falling into the mod thread's trap that everything is Intel's fault. <g> I am concerned that companies on many fronts are warning that business has slowed dramatically in the last quarter. That inflation is barely staying at a reasonable level. That crude prices refuse to drop. The level of bad macro news has become considerable in the last few weeks. At the same time, you have the Whittingtons of the world saying that Intel and AMD are having back ended quarters; then retracting it, which is weird; then having it at least be true for INTC. When info, coming from analysts and/or companies changes diametrically from week to week, I become very concerned. My experience has been that the more FUD, the more trouble. So I am very concerned. In addition and this is pure fact.......the shares of most of the semi stocks are under distribution and have been for several months now. So no matter how well we think AMD is going to do and how much we like the company, the funds are bailing and there is no way AMD will go up progressively without the funds buying. ted