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

To: sylvester80 who wrote (124432)	9/22/2000 8:00:58 AM
From: DRBES	Read Replies (1) \| Respond to of 1572472

re: "In %, AMD has even more exposure in Europe than Intel (not by much but they do). Do you see that affecting them if any? Thanks." One possible important difference is that AMD is actually SELLING its microprocessors in Europe about as fast as it can manufacture them. inteL's are coming to be recognized as overprice, under-supplied, over-promised, and generally not as excellent value as the AMD non-equivalents. Let the storm play out. At least for this skirmish, I suspect that AMD is going to prevail. Patient Regards, DARBES

To: sylvester80 who wrote (124432)	9/22/2000 9:13:43 AM
From: Rob S.	Respond to of 1572472

The downturn in Europe is much like the fear that spread a couple years ago about the melt down in Russia (coupled with the downturn in Asia). A lot of analysts theorized about how a collapse of the Russian economy would spread throughout the world and lead to disaster. Russia did collapse but it proved to have the greatest impact on select institutions who were leveraged there. And on the media who pumped their ratings warning us about how bad things were. The real effect of a marginal downturn in Europe in PC markets is just that - marginal. The overall business climate is exciting. Tech stocks will get crushed and probably will stay out of favor until they show that the sky is not falling. The sky is not falling. At certain times news has a disproportionate impact on markets. For a while, the market is very nervous and is looking bad news. In this foul climate selling will be extreme. If you think that the overall IC market is healthy, then this becomes a great buying opportunity. AMD is fundamentally undervalued. Top that off with panic selling. I bought yesterday in the aftermarket and will buy more if AMD and other semis get crushed in a stampede for the exits.