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

To: peter_luc who wrote (10603)	9/28/2000 5:49:06 PM
From: niceguy767	Respond to of 275872

peter luc: "Of course, there will be a huge sell-off for AMD tomorrow and probably the whole next week. Comment 1: Don't count on it...AAPL closed at $53-1/2, AMD at $24. AAPL now looking at Q3 = $0.33, AMD looking at Q3 = 2 times APPL's $0.33...That is AMD is waaaay undervalued already...Others might begin, as do I, to conclude that a major source of AAPL's and INTC's Q3 woes is the new kid on the block, the best price/performer in the marketplace, the Athy...AMD's ASP's are looking at rising for the foreseeable future owing to both the outstanding Athy product characteristics and the accelerating transition from low ASP K6's to higher ASP K7's...AAPL's ASP's are under pressure... "Strange thing, however, because isn't it a good sign when your two competitors lose business while your guidance remains intact?" Comment 2: You and I both think so...the proof, though, will be in the pudding on Oct. 11...