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

To: Tony Viola who wrote (14025)	10/15/2000 1:26:07 PM
From: Lynn Segal	Read Replies (1) \| Respond to of 275872

Tony, I agree with you. DEATH OF PC: I don't think so. Consider two of the dumbest positions held by companies in the past : a. IBM "who would want a computer in their home. b. The Swiss watch makers who had a chance to patent the watch on a chip but didn't. They said "But it's not a watch!" Additionally, I don't know anyone who in addition to whatever mobile devices they own, don't own one PC. I can't imagine being without my PC. Many of my friends and clients own several and network them in their homes. Also, slower outdated machines rapidly turn into junk. I know a women who ran a project of converting donated PC's for the school system. She had hundreds of older pc's and Apples. They could not give them away, even to third world countries. There are too many collateral problems with older machines. (And I will be the first to admit that my fast PC now loads files and runs many apps about as fast as my old 286 under DOS.)

To: Tony Viola who wrote (14025)	10/16/2000 11:48:04 AM
From: Rob S.	Respond to of 275872

Workstations and servers are all part of the greater uP technology driven phenomena. AMD has yet to sell many uPs into the server market. It is a large potential market for them but it remains to be seen if they will enter it. Most American homes already have PCs. A large part of past PC sales has been the upgrade market. I know - I have upgraded about every 18 months since about 1979 (pre IBM PC). Now I see very little reason to upgrade other than to have the latest toy with marginal improvement over my current PCs. This argument has been going on for years; what has changed are market perceptions and willingness to bid up stocks. PC sales have slowed marginally. AMD has gained market share. If AMD can show that they can maintain growth and that the bottom isn't going to fall out of the commodity Flash market, then the stocks should do great. But if the worst fears are fulfilled and commodity memory and uP parts come under severe pricing pressure, then AMD may be just fairly priced. Seasonally, this tends to be the worst time for market jitters. The highly volatile chip stocks tend to react more than most sectors to this nervousness. From a historical perspective and considering nothing else, this is a great time to buy tech stocks. If you are buying now you are a contrarian or a masochist.