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

To: 5dave22 who wrote (18197)	11/8/2000 3:52:57 PM
From: niceguy767	Respond to of 275872

Dave: My perspective is that at current levels ($21-9/16), AMD is discounting the worst case possible scenario for Y2001 of negative revenue growth declining and/or negative earnings and a P4 in retail quantities in Q1, with which it can't compete...I just don't see any of the three of these "projections" as being realistic...Consequently, I see enormous upside for AMD, once market sentiment turns, an upside that adequately discounts the more likely projections of 40% revenue growth, 40% earnings growth and a P4 that, if ever seeing the light of day as far as retail quantities are concerned, will not be overly competitive with AMD's product at that time...Negative market sentiment combined with irrational fear about AMD's prospects for Y2001 performance have converged to create one heck of a buying opportunity, imho!!!