Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tejek who wrote (18105)	11/7/2000 4:54:15 PM
From: 5dave22	Read Replies (3) \| Respond to of 275872

Ted <If that's true, then IMO the only way for that to change is for AMD to put out a great performance quarter after quarter for several more quarters.> Yup. And the fact that AMD is going thru a questionable quarter with Duron support problems is why no one is in any kind of a rush to buy this stock (especially big money). I doubt AMD will make it out of the $20s until three or four months into next year (unless it's to the downside). Jerry better be a spin doctor this Thursday, or my shares will be even further under water than they already are (about 50% of my shares). Such is life. Dave

To: tejek who wrote (18105)	11/7/2000 6:26:12 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

Ted Re..I think that's the crux of the problem....next year's EPS projections are flat or down slightly....not an encouraging sign for would be investors. I am hoping that AMD's conference this week will help mitigate the problem and encourage analysts to raise their estimates. However I am concerned that they (the analysts) will not believe AMD not because AMD has lost credibility but because the analysts think the sleeping giant aka Intel is stirring and AMD doesn't stand a chance. If that's true, then IMO the only way for that to change is for AMD to put out a great performance quarter after quarter for several more quarters.<<<<<<<<<< Ted,, I am not so sure that the big institutions are doing all of the selling. If you look at this site you can see that institutional holdings as a percentage of float has gone up drastically the last two quarters. Granted this doesn't include oct. but the nos were going up the last 2 quarters. Could be a lot of churning due to tax loss selling along with buying. 63.9 and 61.3% last two quarters and Intels is about 54%. Institutions picked up 32 million shares 2 quarters ago and had a net gain of 8 million last quarter, which is not that shabby. insidertrader.com