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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: TimF who wrote (129315)12/6/2000 5:25:24 PM
From: ajbrenner  Respond to of 1570748
 
Re:Had many problems coming up with great products, which they could not deliver.

twfowler,

I finally figured it out. It must be me who doesn't get it. I must be the one who lives on another planet.

ajb



To: TimF who wrote (129315)12/6/2000 6:15:37 PM
From: tejek  Read Replies (1) | Respond to of 1570748
 
Another negative analyst comment about AMD -

netcog.com

Title: Charles Payne, Wall Street Strategies (IV)
Author: L S Madski


I don't know who the guy is but he's wrong when it comes to AMD's shrinking margins......if anything, they are improving and coming into the normal range for the semis. He sounds like a throw back to the bad olden days....which was two years ago. <g>

But expect more articles like this one. You know what they say on Wall Street; when a stock is so hated, you want to puke when you hear its name, that's when you should buy it...and, of course, you supposed to sell when the stock is so loved that In Sync is doing a cd cut based on the stock....hehehehe.....made up that part about In Sync....clever, huh?

The way AMD is going I am going to buying it back not too far from where I bought it the first time...around 9.

ted



To: TimF who wrote (129315)12/7/2000 12:49:33 PM
From: Rob S.  Read Replies (2) | Respond to of 1570748
 
As we enter into the earnings warning period, I'd like to see a blow off to the downside in the semi sector. ANALysts will continue to downgrade sales and earnings expectations because there is continued burn-off in inventory and slowness in some commodity product sectors, such as consumer PC sales. This can be expected to continue for a while but we might get a nice move up by DEC 12, the deadline for chosing the Electoral kindergarten.

AMD continues to show weakness along with the sector. AMD is now at the level it traded at a year ago. Perhaps this support level will hold. I'd like to see AMD reach 13 or so which could mark the final bottom. If that support level doesn't hold, then 9-10 is the next rung on the ladder.