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

To: niceguy767 who wrote (32200)	3/19/2001 1:18:24 PM
From: Lynn Segal	Read Replies (1) \| Respond to of 275872

To Niceguy and all regulars on this thread. First let me say with 1/4 of my portfolio in AMD, (and this is after 30 years of investing), your analysis, commentary and references have been simply invaluable! Additionally, and equally if not more important, it has helped me stay the course since early last year. My average price per share is about $30. Second: my question to all concerns the long term flash contracts. Does anyone have a sense of how these contracts are negotiated when the price of flash is falling. I would assume that their is some renegotiation of prices. But I have not seen any posting as to what this might be. From my reading of the anal-lysts, this is expected to hurt AMD's earning, but I have not read exactly how they have calculated this. Again, my deepest thanks to all. I have gotten so much from this thread, I wish I had more to give back. Lynn Segal