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

To: kash johal who wrote (10649)	9/28/2000 8:09:30 PM
From: Nukeit	Read Replies (1) \| Respond to of 275872

Well, well, the P4 is delayed again.

To: kash johal who wrote (10649)	9/28/2000 8:41:41 PM
From: niceguy767	Respond to of 275872

kash: "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." Comment: One year ago, AMD was around $20, with a product lineup much less competitive than that with which it is armed today. One year ago, AMD was saddled by debt and negative earnings yet traded around today's level. Today at $24, AMD's products are leading edge in both the flash and microprocessor sectors and the future, in a relative sense, looks one thousand times brighter than 1 year ago. Today AMD's debt has been worked down significantly and AMD is looking at the possibility of $1 billion in Y2000 profit. The only similarity between AMD 1 year ago and today is the current price of $24...Gotta think if AMD can overcome the severe obstacles before it one year ago and run from $20 to $97, that the possibility exists again this year, given its strengthened financial foundation, its proven competitive product lineup and, on the whole, much less severe obstacles, impeding its progress through Y2001... All depends on your frame of reference, I guess...My frame of reference remains a constant one...execution, product lineup and earnings growth potential...Not one of those reference points causes me any concern despite INTC's and AAPL's warnings, which I am assuming is directly related to declining ASPs, not units shipped, owing to the increasing pricing pressures exerted by AMD...

To: kash johal who wrote (10649)	9/28/2000 10:12:49 PM
From: Cory Gault	Read Replies (2) \| Respond to of 275872

Kash: How refreshing a realistic post. Instead of this, the stock price will be 3 times what it is today in 3 months garbage.

To: kash johal who wrote (10649)	9/29/2000 2:52:07 AM
From: Goutam	Respond to of 275872

Kash, < Secondly, the market focues on the market leader for direction. If Intel warns about Q4 outlook -- guess what AMD will get tanked. > Not necessarily. Intel is fast losing its credibility. This time, AMD can separate itself from Intel (market performance) if AMD comes up with good Q3 earnings report with positive Q4 outlook. Intel's credibility survived the whole year in spite of many problems it had over the year. But, the recent revenue short fall warning from them started cracking their repute. From now on any more hiccups from them will be seriously questioned by the market - eg: PIV delays, any use of more capital gains than their earlier guidance, etc. Any signs from the AMD & Intel's Q3 earnings reports showing AMD as the culprit rather than the euro for the shortfall of Intel's revenue would cause a long term damage to Intel's credibility. < 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. > I'm getting tired of PIV taking over the leadereship/performance segment when Intel starts cranking up PIV (in Q2'01?). Can a 2GHz PIV beat a dual 1.4GHz Thunderbird (or Mustang) system in price/performance? Can a 1.5GHz PIV beat a dual 850MHz Duron (or the core that would replace it in Q2'01)? My point here is that AMD, and its oems can always aggressively move to dual K7 core based systems to compete with PIV in whatever segment Intel desires to position its PIV. goutama