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To: QwikSand who wrote (36391)	10/11/2000 9:08:30 PM
From: chic_hearne	Respond to of 64865

Re: Why do you think oversupply is here if they say they're selling out production and guiding volume expectations upward? Not to mention the trajectory of their flash business, which is not a bad business to have a growing position in these days QwikSand, Flash saved them, I'll agree with that. If you followed AMD like a hawk, you would see that they aren't nearly as bullish going forward as they were a few months ago. For example, all along they had been saying 9 million chips for Q4, now it's 8-9 million. They had also said ASP's would be about $100 in Q4, now we're hearing lower. I was extremely disappointed in the revenue figure. Had it been $1.4 billion, you could make a case they are taking it from Intel and the PC business is strong. Now I see it as PC demand is affecting both companies in a negative way. chic

To: QwikSand who wrote (36391)	10/12/2000 5:54:36 AM
From: Steve Lee	Read Replies (4) \| Respond to of 64865

re: Liking SNDK... C'mon QS, u know I'm a long term investor !!! Seriously I do have some SNDK and am not particularly worried about the recent decline. However, a better play on flash IMO is SSTI. This is due to its lack of competition in its particular market, its patent portfolio and royalty stream, and its sheer growth and valuation (yes JC, that's a PE thing!). I did some serious buying on this one this week, in fact now nearly 25% of my net worth is in this stock. These semi stocks are volatile and I have no margin. If u look at a SNDK chart for instance, u will see it has been at $18 7/8 and $169 5/8 in the last year. I expect the high to be re tested. SSTI and SNDK investments are based on fundamentals. On TA, SSTI is also a good buy right now. On AMD, I think their numbers are disappointing. Sequentially their operating income is about the same as last quarter (although they did lose some revenue from a spin off), with a new plant supposedly having recently ramped. All this among talks of high end success and Intel disasters. What is going to happen here when P4 ends this nonsense-talk of Athlon being the highest performer and when intels extra fabs come on line? If we are simultaneously seeing a slowdown in PC growth (we are) this does not help. I stick my neck out here and say AMD will at least half in the next year.