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

To: maui_dude who wrote (20692)	11/27/2000 2:43:45 PM
From: Jim McMannis	Respond to of 275872

RE:"There is a perception that P4s increase in MHz, volume ramp up and decrease in cost (due to .13 and non-RDRAM solutions) will put serious pressure on AMD in late 2001 and that would be enough to keep AMDs stock price below 35 for next 3 quarters, in spite of low PE, IMO." Of course this is exactly what it is...but don't forget this myth is perpetuated by the likes of A$$hok Kumar and other analysts who have a vested interest in Intel... The P4 will sell because MHz sells (TM-McMannis) but Intel faithful still have doubt that the customer is getting much value if any for the higher price. The P4 is probably the biggest dupe yet on the customer of any Intel chip... Jim

To: maui_dude who wrote (20692)	11/27/2000 2:52:49 PM
From: niceguy767	Read Replies (3) \| Respond to of 275872

maui dude: One year ago, when AMD was at $20, the INTC threat, in a relative sense, was far greater as the Athy was unproven, PWeeiii was king of the microprocessor and the P4 hype was in its formative stage...Even in that environment, AMD ran from $20 to $97.50...Today, the INTC threat is significantly less in a relative sense based on any concrete evidence in the marketplace...e.g. the Athy architecture now demonstrates superiority over the PWeeiii architecture and the 1.2 gig Athy/DDR combo is set to imprint a new level of computing experience on the marletplace. The P4 hype has been shown to be hoghly exagerrated with the release of the P4 1.4 gig, which on a comparative performance basis, doesn't seem to compete at all that well with the 1.2 gig Athy...not to mention that AMD's balance sheet, given successive record revenues and earnings over the past 4 quarters has been strengthened immeasurably...AMD's relative position vis a vis INTC and based on financial performance far surpasses that of just one year ago...If the trend continues, and all pointers I see suggest it will, there is absolutely no reason why, if AMD could run from $20 to $97.50 one year ago, with its significantly improved situation in both a relative and absolute sense this year, that it won't run to $97.50 again in Y2001...After all, the odds are much greater of that happening now than they were one year ago, based upon company fundamentals...