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

To: tejek who wrote (125029)	9/28/2000 11:19:11 PM
From: Monty Lenard	Read Replies (1) \| Respond to of 1575576

Ted, I suggest you spend a little time here :-)) Subject 6944 Monty

To: tejek who wrote (125029)	9/29/2000 1:38:30 AM
From: hmaly	Read Replies (1) \| Respond to of 1575576

Ted,, Re..So what do you think will happen tomorrow now that we had AAPL preannounce.....another Intel rally? or a big thud?<<< Ted, I was thinking AMD and Intel would drop slightly below last Friday, as AMD seem to have support there. The P4 delay could be big because it just may start to change the physcology, in that Intel; once believed to be a great manufacturing machine; is starting to look second class. Not going to copper is really looking like a bad decision; not putting in enough resources to be competitive in chip designs and manufacturing capability is starting to look like a penny wise but dollar foolish situation. AAPL not being able to get over 450 mhz, refusing to give customers back their difference in costs between the 450 and 500 mhz hurt also. Of the three main pc manufacturers, AMD is the only one left standing. One can only hope its stock will start to show improvement shortly.

To: tejek who wrote (125029)	9/29/2000 11:50:06 AM
From: Rob S.	Read Replies (1) \| Respond to of 1575576

Sorry for the late response. I think the reaction to the Apple news and the Intel news helps to confirm a solid bottom for AMD at 23-24. I am accumulating stock now for a trend play rather than just buying dips and selling the puny rallies we have seen recently. AMD is primarily a manufacturer of commodity parts but they are executing quite well. The announcements of the death of PC market are premature. And Intel's market share woes are benefiting AMD. The wireless and portable device markets and others that use Flash are soaring. Altogether, it is possible that AMD will see some more minor downward earnings revisions but the price has come down to extremely oversold territory. AMD is well positioned to do well into next year. A double in price by March is probable imo.