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

To: fp_scientist who wrote (14130)	10/16/2000 12:01:49 PM
From: Rob S.	Respond to of 275872

Thanks, I didn't catch Sanders' comments. I knew it was unlikely. I have been calling AMD's bottom myself during the same period. I agree that we are probably very close to a bottom: analysts are busy denouncing AMD's latest results because. Probably that is partly because they saw the need to downgrade INTC and found it easier to justify a reversal of previous bullish sentiment for that stock if they phrased it as a broad PC market downturn. That way they can still hold to the view that Intel is the blue chip company (the Lucent of the chip sector! ;^). I would love to see more results in AMD's dual processor server and workstation products or announcements of availability of even higher speed grades. Even better would be if they announced an agreement with one of the top three OEMs in that space. That would change the picture for AMD significantly and the perceptions by ANALysts even more - if begrudgingly. AMD said that they were running behind in the roll out of the server/workstation efforts and had not yet signed a top tier OEM. They said that they are making lots of headway with lower rung OEMs but that is not what the analysts wanted to hear.

To: fp_scientist who wrote (14130)	10/16/2000 12:08:37 PM
From: peter_luc	Read Replies (1) \| Respond to of 275872

"AMD could announce a stock buy-back to put some backbone into the institutional investment market for the stock - this could help stem the fears that a further slide may happen. Jerry explicitly said in the CC that AMD did not have any plans to implement a stock buy back. He said something like they had better uses for whatever cash they had ..." fp scientiest, I read in the German magazin PC Direkt that AMD plans to buy Transmeta for 2 Billion $. It may be old news, however. Peter