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

To: Tony Viola who wrote (16213)	10/27/2000 11:03:45 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Tony: "I suppose he was also predicting the end of the PC business and Intel back when Packard Bell was having all their problems for the same reason E-machines is. That would be trying to build and sell cheap PCs using the cheapest, lowest reliability components they can get their hands on. If all your quoted author can do is latch onto an E-machines warning, and completely ignore Compaq's stellar quarter (and Gateway), it's obvious all he does is sift through the news looking for the bad stuff. I'm really surprised anyone would copy him onto any SI tech thread." Comment: Nice critique!!!

To: Tony Viola who wrote (16213)	10/27/2000 11:30:28 AM
From: EricRR	Respond to of 275872

Tony- I'm sick of predictions about the end of the "PC era" also. Here is an interesting company (internet over telephone) that some cite to justify the PC's decline: tellme.com But who do they think answers the phone when your call! If a web server is a CPU power hog, then a "voice server" is a dinosaur.

To: Tony Viola who wrote (16213)	10/27/2000 11:37:52 AM
From: aburner	Read Replies (1) \| Respond to of 275872

Tony, I'm trying to get the bigger picture behind AMD's downturn in stock price over the last few months and what lies in front of us. I think that if Fleckenstein's (who IMHO has good insight into markets) article is a typical representation of what analysts and the average Joe Investor think about the (near) future of the PC market we're headed for more dark days. If I remember correctly Gateway's numbers showed that most of their growth last quarter came from non PC stuff, combine that with the warnings from Dell, Apple, Intel, NSM, etc. and you'll see why Fleckenstein raises his concerns. Even if he and all the other analysts are proven wrong, the general sentiment that both the PC and the handheld sectors might be in a downturn will drive stock prices and indices in general down, which in turn will have an impact on AMD. And if you look back at what the recent INTC downgrades and warning did to the AMD stock price I wonder why you question me for citing the article. After all, while there's a good deal of technical discussion (I enjoy every bit of it) here, this is still an investor message board. Kind regards, ABurner

To: Tony Viola who wrote (16213)	10/28/2000 8:26:59 PM
From: tejek	Read Replies (1) \| Respond to of 275872

If all your quoted author can do is latch onto an E-machines warning, and completely ignore Compaq's stellar quarter (and Gateway), it's obvious all he does is sift through the news looking for the bad stuff. I'm really surprised anyone would copy him onto any SI tech thread. Tony, I wouldn't scoff too hard....both CPQ and GTW said that business was best in the sectors other than desktop PCs. Fleckenstein is not the first to hint that business is not as robust in the PC sector as many had hoped. If business is off only 5%, that could be enough for Intel to warn....and AMD too, if Sanders comments that Q4 was sold out were not true. ted