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

To: Joe NYC who wrote (16929)	10/31/2000 2:07:31 PM
From: jamok99	Read Replies (1) \| Respond to of 275872

Jozef, <<The reason AMD is not fairly valued is because the market expects AMD to be crushed by Intel day after tomorrow.>> I think there are many reasons why AMD isn't fairly valued, and agree that one of the most important is that problem of 'perception' that the street has of AMD which often seems to overshadow the story of its fundamentals. IMO, Sanders on balance just adds to the problems AMD has in delivering a clearer picture of its status, and in his, and the company's, failure to recognize that influencing information and opinion is just as vital to success (as measured by share price) as producing good products. I think this failure ranges from 'passive' negligence, such as AMD's primary response to INTC's getting dragged down on earnings warning being "we're in our quiet period" (and subsequently getting its price trashed along with INTC), to Jerry's active alienation of an already skeptical financial community with ill-advised bragging and, dare I say it, outright psychopathic lying at times. Hector Ruiz seems to have his share of drawbacks - he's not a very magnetic guy, his communication skills don't seem to be top notch, but hopefully he'll improve with experience in being in the spotlight, and at least he won't represent the danger of being a 'loose cannon' that Jerry does, IMO.

To: Joe NYC who wrote (16929)	10/31/2000 2:19:34 PM
From: that_crazy_doug	Read Replies (1) \| Respond to of 275872

<< The reason AMD is not fairly valued is because the market expects AMD to be crushed by Intel day after tomorrow. >> Part of the reason everyone believes this is because no one trusts the CEO when he says it won't happen. No one trusts the CEO because he's lied repeatedly about the state of the company.

To: Joe NYC who wrote (16929)	10/31/2000 11:24:22 PM
From: tejek	Respond to of 275872

The reason AMD is not fairly valued is because the market expects AMD to be crushed by Intel day after tomorrow. This time, it will be crushed by P4. A month ago, AMD was going to be crushed by P4 in the high end, Timna in the low end. 2 months ago, AMD was going to be crushed by P4 in the high end, Timna in the low end, and GHz coppermines in the mid-range. Joe, And overlay that with the fear of an economic slowdown........its amazing that AMD is not at zero. I guess we should be grateful that Sanders does not discourage easily...... ted