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

To: redbird who wrote (21149)	11/30/2000 12:17:30 PM
From: Buckwheat	Respond to of 275872

Redbird, I agree with most of your assumptions but VIA and others need to be factored in somewhere. VIA has stated that they are shooting for 10% of the market in 2001 with the VIA Cyrix chips. Don't know what Transmeta and others hope to capture. Buck

To: redbird who wrote (21149)	11/30/2000 12:20:25 PM
From: Jim McMannis	Respond to of 275872

RE:"What I believe the market will wake up to: AMD's earnings alone make it worth $27 ($2.50 EPS * 15 PE) AMD is gaining market share, INTC is loosing market share. AMD's future market share * future market value is greater than AMD's current market share * current market value (even if the market were shrinking). AMD's price based on earnings ($27) + future growth ($33) is $60" We've been waiting for the markets to wake up to AMDs value for a long time. Apparently two big things preclude that... 1. General market conditions, the R word..particularly in Tech. 2. The Intel PR effect...Intel will get the benefit of the doubt and AMD must execute much better than Intel. Jim

To: redbird who wrote (21149)	11/30/2000 12:43:07 PM
From: Gopher Broke	Respond to of 275872

Considering buying some leap options now. Yup. Just sold AMD stock to buy 30 Jan 02 $15 and 20 Jan 03 $15. If AMD stays below $20 for the next two years then I am out of the investing game for good.