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

To: niceguy767 who wrote (20737)	11/27/2000 8:28:02 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

<niceguy: I would think that the arrival of retail quantities of the Athy/DDR next week will do considerable for the price of AMD... > I think it will take A LOT of good news surfacing simultaneously for AMD to appreciate much. It seems that many small pieces of good news get lost on the general market conditions, as well as the few pieces of bad news. I sincerely believe that AMD needs to gather all the good news it can and launch it all on one day. A completely unrealistic list would include: 1) business SKU from a major OEM. 2) 760MP in early Q2. 3) Palomino demo at 2GHz (even with unknown cooling). 4) .13mu development going well - production expected to start in Q4'01. 5) Mobile Palomino demo with reasonable power consumption. Like I said, a completely unrealistic list ;) -fyo

To: niceguy767 who wrote (20737)	11/27/2000 10:58:16 PM
From: Rob S.	Read Replies (1) \| Respond to of 275872

The main thing recently influencing AMD's stock price is the movement of investors into or out of the semi sector. The trend has been a rotating sector devaluation following over extended prices that occured early this year. Each pig-fest sector after the other has had it's value adjusted to more reasonable levels: super dung-brain business plan dot coms, way out ahead of themselves semi stocks, bio jelly-belly techs, and now the star war valuation fiber-telecoms and component stocks. Meanwhile, the reacord busting divergence between the NASDAQ and everything not (7 standard deviations) tech has closed and is now headed toward the other side of the pendulum swing. When the last of the crazy valuations has been stomped into submission, the now well based semi stocks will move up nicely.