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: f.simons who wrote (20234)	11/22/2000 4:00:30 PM
From: Gopher Broke	Respond to of 275872

What is it the result of? It is the Intel venom. The vaccine is slow-working.

To: f.simons who wrote (20234)	11/22/2000 5:09:12 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

frank: "OK, I'll bite. What is it the result of?" Two major categories of risk: Market Risk and Company Risk. With 4 successive quarters of record revenues and earnings and an Athlon architecture that has superceded that of PWeeiii in the past year and an architecture, which so far, looks superior to INTC's next generation P4, I wouldn't think Company Risk is a major contributing factor to the ridiculously low valuation of $19-5/8...That leaves Market Risk, which has so far obviously been indiscriminating in its destructive purging of all tech market participants including AMD which, I would argue,in a neutral sentiment setting, is approximately $30 below a reasonably conservative valuation, based upon existing fundamentals... As I mentioned yesterday, from a technical perspective, a major price change for AMD is in store by the end of next week owing to the triangular pattern currently in place...I'm hoping for breakout of the upper boundary at $21-1/4 as opposed to the lower bounday at $19-1/2...Upside breakout takes AMD to a test of $24-3/4...Downside, hard to tell...