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

To: andreas_wonisch who wrote (18290)	11/9/2000 10:17:26 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

andreas: "Hm, first a downgrade some weeks ago by Whittington, then an upgrade one week later and now again a downgrade. Can anyone take this serious?" Comment: In a word, no...AMD is a very different animal and this "gang" refuses to differentiate its unique characteristics from those of its primary competitors...including ASP's that have enormous upside potential given the ongoing transition from K6 to K7 and AMD's enviable positioning in the 1 gig and over niche, with little current competition, and poised to capture the flood of upgrading from sub 500 Mhz that is in its initial building stage...not to mention sold out flash to end of Y2001 and probably well beyond given the recent signed Nortel 3 year agreement...and, of course, the DM unknown, details of which current project may be released later today!!! Nope...just can't take their broadbrushing AMD with "all the others" seriously, even if the general market players choose to...