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

To: Cory Gault who wrote (22199)	12/11/2000 6:32:05 PM
From: Joey Smith	Respond to of 275872

re:analysts will focus on declining margins and ASP's declining ASPs, I'd say! anyone look at Pricewatch lately?? AMD is selling their top-of-the-line chip (1.2G) for $270...and this chip wont be ready until mid-Jan for many of the vendors....Meanwhile, Intel's availability has increased greatly across all speeds and the price deterioration is nowhere near that of AMD. Joey

To: Cory Gault who wrote (22199)	12/11/2000 6:44:48 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Cory: I didn't say all was positive...What I did say is that at $17 every imaginable negative has been factored in from a technical perspective...Any company that can make $0.50 or better in a negative environment looks mighty good to me at $17...I'd be worried about your INTC baby though, who at $34 will be lucky to come in at half of AMD's Q4 eps, even including capital gains!!!