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: niceguy767 who wrote (21987)	12/8/2000 1:35:53 PM
From: redbird	Read Replies (1) \| Respond to of 275872

DJ reports that Morning Star analyst Jeremy Lopez says he expects AMD to warn also, but price already reflects bad news. Again, I believe this is another analyst full of cr@p. If AMD can still make their projections in a slowing growth market, that proves they are taking share away from INTC. That is what I believe. Too much money is invested in INTC for any analyst to want a sea change from INTC to AMD. Think about it. You own billions of shares of INTC. You have to sell billions of shares, getting killed all the way down, and fight for the 300 million AMD shares. It is an Institutions nightmare. Redbird

To: niceguy767 who wrote (21987)	12/8/2000 1:38:06 PM
From: 5dave22	Respond to of 275872

Niceguy, the only fun part about this whole thing is to know that Intel is scared sh*tless of what AMD has in it's back pocket. Might be something, might be nothing, nobody knows ... If AMD's numbers come in, and they actually DO meet their expected shipments (or even beat the lowered analysts expection) then I think we will FINALLY see AMD share price make a move on Intel's. Worse case, they come in AT lowered expectations and the drop will be minimal - because it won't be AMD's doing, it will be seen as a demand problem - the market has already shown that has been factored in. If Florida delays a decision, I expect the market to give some back today. I will buy lots more AMD. Regards, Dave ps - for the first time in a year, I will probably recommend AMD to family and friends.