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


To: Scumbria who wrote (129563)12/12/2000 4:25:08 PM
From: Jim McMannis  Respond to of 1570744
 
Scumbria,
RE:"As soon as Greenspan decides to end his recession, I would expect AMD to rise rather rapidly back to the 30's"

What recession, do you know the classic definition of a recession? Any definition?

Jim



To: Scumbria who wrote (129563)12/13/2000 11:09:33 AM
From: TimF  Respond to of 1570744
 
Scumbria, I think the long term future depends of AMD will depend on it having the same kind of success it had with Athlon with the Hammer family of chips. I don't see any reason to feel they will not have success here, but if I come to believe they do not I will probably sell.

I don't think we are actually in a recession. We are in a bear market, and economic growth has slowed a lot but I don't think it is negative. (The normal definition of a recession is 2 or more quarters of negative growth).

Going back to the 30s would be nice (though its to late for my Jan options to be profitable unless it goes back to the high 40s by expiration). How long do you think it will take AMD to make a new all time high?

Tim



To: Scumbria who wrote (129563)4/1/2001 10:00:01 AM
From: Scumbria  Respond to of 1570744
 

Message #129563 from Scumbria at Dec 12, 2000 2:01 PM

Don,
AMD products are very well positioned. Athlon is as good or better than Intel's products, and Palomino is well be here before too much longer. They have been steadily chipping away at Intel's base.

As soon as Greenspan decides to end his recession, I would expect AMD to rise rather rapidly back to the 30's.

Scumbria