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

To: Jim McMannis who wrote (10726)	9/29/2000 1:01:58 PM
From: jamok99	Respond to of 275872

Jim, <<The good news is that tax loss selling will be slowing soon.. and hopefully the perception bottom in semis will be nigh>> Let's hope your prediction on this is as spot-on as your one on Timna. Beautiful call, BTW. jamok99

To: Jim McMannis who wrote (10726)	9/29/2000 1:06:09 PM
From: porn_start878	Read Replies (1) \| Respond to of 275872

Jim, Excellent analysis. Like I told Scumbria last spring. AMD can do great and the upcoming bear market could depress it...timing is everything. In a bull, AMDs great earnings have the stock price 3 times higher...est. The good news is that tax loss selling will be slowing soon.. and hopefully the perception bottom in semis will be nigh AMD went from 42 to 70 through a bear market in Q1... sometimes a stock follows a mood but sometimes it goes his way and rather influence the mood. There is also the Intel's mood : Coppermine Delayed (-) Coppermine Performing well (+) Coppermine ramping bad (-) Production problem (-) 1.13 GHz recalled (-) Itanium Delayed (-) Itanium performing bad (-) Celeron insufficient supply (-) Celeron kicked by Duron (-) Cheap, available and integrated infrastructure (Cel & PIII) (+) i820, i840 sucked and recalled (-) Timna canceled (-) Willy bad performer (-) Willy is big 217 mm2 and stuck with RAMBu$$$ (-) Willy postponed (-) loosing market in Europe (-) PIII supply improving (+) Copper not ready (+) [edit : (-) Thanks JC] 4 +'s 13 -'s AMD's mood : Athlon higher binsplit (+) Infrastructure support sucked all the way (-) Athlon first to GHz (+) No delay since june'99 (+) Athlon good performer (+) Dresden ramping good, supply and productiong generally good (+) Duron rocks, good supply (++) Athlon, Duron cheaper (+) Infrastructure more expensive (-) Good Infrastructure outlook (+) Good roadmap outlook (+) ASP, revenues increasing (+) Gaining market in Europe (+) Copper ready (+) Duron's penetration slow (-) 12 +'s 3 -'s Max