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

To: Charles R who wrote (14572)	10/17/2000 1:53:13 PM
From: Charles R	Read Replies (3) \| Respond to of 275872

Thread, Interesting to see how stock has fallen in face of good news. AMD has a clear 200MHz lead in the highest volume desktop segment and is likely to have 333MHz lead before P4 appears - even P4 will not stop AMD from gaining market share because of the expected slow ramp. Talk about confused market! I also find the talk about Flash alone being worth $20 somewhat ironic since I have been making a case for spinning off flash for the last year or more and many players felt the need to hang on to flash. AMD stockholders could have benefitted dramatically if AMD spun off FLASH during the last year - it is possibly the single bold strategic move that will improve the company's valuation and make the CPU side stronger. The issue of stock buyback is also very appropriate - both as a good use of money and as a confidence building move. It is downright ridiculous for this company to be valued where it is. If anyone feels this way please feel free to write a letter to AMD management. Chuck P.S.: CY had great earnings and guidance and still being killed. So, it is just not AMD but I don't believe there is another major semiconductor company with a PE of less than 8.

To: Charles R who wrote (14572)	10/17/2000 3:27:31 PM
From: Petz	Read Replies (2) \| Respond to of 275872

Chuck, re:<Did your system cost $399 or $499 or $599? If not, we are not talking about the same target market here.> There are many Duron systems being sold in that price range (<$600) in the white box market. Here's some comparisons: Startech Computers: all have 64M, 10G HD, 52X CD Celeron (32M,7.5G, -$70) Duron-32M TNT2 graphics 810e unified graphics 500 MHz $429 533 MHz $439 566 MHz $449 600 MHz $489 $459 650 MHz $509 $469 (633 MHz) 700 MHz $529 750 MHz $579 CompCity: All with MSI mobo, 64M, 7.5G, 8MB SIS AGP,48X CD, modem Duron Celeron 600 MHz $529 $525 650 MHz $539 $559 (667 MHz) 700 MHz $569 na ComLogic: All with 32M, 10.8G, S3 4MB AGP, 48X CD, modem Duron Celeron 600 MHz $479 $469 ($489 633 MHz) 650 MHz $499 $505 (667 MHz) 700 MHz $519 Micro City: 64M, 20G, 52X, i810 or unknown 4M AGP video Duron Celeron 600 MHz $459 $475 633 MHz $499 667 MHz $519 700 MHz $499 Its interesting that even in this price range, half the Celeron systems use external graphics. NONE of them use the i815 chipset, those motherboards are too expensive. Apparently, customers don't like being stuck with i810 video forever. Petz