Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Petz who wrote (10737)	9/29/2000 12:19:37 PM
From: Jim McMannis	Read Replies (4) \| Respond to of 275872

Was I right or was I right...? CNET says Timna is CANCELED! yahoo.cnet.com. They learned a hard lesson in Mhz sells and from Cyrix, NSM and Halapeno... Thanks Philapah...

To: Petz who wrote (10737)	9/29/2000 1:04:21 PM
From: niceguy767	Respond to of 275872

John: Appreciate your comments as always...The oil price at $35 was disconcerting...Anything around $25 is workable...Hopefully we're on the way there now... I agree that the major question at the moment with respect to AMD has to do with the trade off between AMD's positive fundamental attributes and the overall general market negativity...i.e fundamental company risk vs. general market risk... My reading is that AMD's fundamentals have never been stronger and are improving, relative to competition, by the day...My reading on the overall tech market is that, yes it is slowing, but slowing from a historically high peak, but remains well above the historical norm and is likely to remain so for the foreseeable future...Once a few tech companies post Q3 results that exceed current estimates, I'm thinking current negative sentiment around AMD fundamentals (i.e confusing them with INTC's and AAPL's) and the tech market in general will swiftly turn positive and carry AMD to much higher levels...Interesting times for sure...