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

To: aburner who wrote (18857)	11/13/2000 12:48:23 PM
From: Scumbria	Read Replies (1) \| Respond to of 275872

A, Glad to see all these people selling. We must have reached the bottom. Scumbria

To: aburner who wrote (18857)	11/13/2000 12:55:11 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

ABurner, Re: I don't think that Intel is a good buy. I think both Intel and AMD are good buys at these levels -- unless we have a serious slowdown in PC sales. Intel will ramp MHz very fast next year but will have performance and platform issues. AMD will meet all the demand between P3 and P4 (at least on a MHz view). Both stocks trade at unusual low P/Es currently and unless they can't meet guidance in Q4 I don't think that they can go much lower from here. Andreas