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

To: niceguy767 who wrote (10647)	9/28/2000 7:59:21 PM
From: kash johal	Read Replies (4) \| Respond to of 275872

Niceguy, re: AMD price and predictions I think u are way off the mark on AMD price predictions and will continue to be so. First, regardless of how well AMD does the overall market is a huge factor in stock prices. The current market looks risky. And its unlikely that we wont have another major hi-tech guy warn (in a diition to aapl). Secondly, the market focues on the market leader for direction. If Intel warns about Q4 outlook -- guess what AMD will get tanked. Thirdly, AMDs execution IMHO has been poor on the duron. The possibility is there for weak Q3 units. I cant see how they miss earnings but i can see top line being lite. Fourthly, AMD has had a period where they have had the leading edge fastest product available. The PIV will take over the leadership/performance segment and this is a bad sign for AMD. Overall the probability exists that you will seriously miss on your forecasts. And unfortunately u will likely miss on your Jan calls and lose a bundle. My advise: take a hard look at how wrong your predictions have been for last 3 months. And at least accept the fact that AMD will more than likely be well below $30 a share in January. You and anybody else that is betting the farm on a huge run up by January should get real, and wake up from lala land. regards, Kash Johal