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

To: maui_dude who wrote (35679)	4/13/2001 3:06:43 PM
From: niceguy767	Respond to of 275872

maui: The 100 times Q earnings is an average and certainly not meant to be applied exactly in all cases...Were that the case, AMD, after they posted their $0.50 in Q4, would be trading at $50...Just a general benchmark from about 6 months ago which makes me think the factor may no longer be 100 but perhaps closer to 50, which would explain AMD's current price but certainly not INTC's (i.e $8.00...don't think so)... By the way, I'll jump back into AMD once the uncertainty, in my mind anyway, around early week market volatility subsides...Just too much volatility and too much of a risk for a NEGATIVE INTC and CSCO surprise for my comfort level!!! AMD is the best out there, but I'm on "wait and see" 'til wednesday anyway!!!

To: maui_dude who wrote (35679)	4/13/2001 3:33:18 PM
From: eplace	Respond to of 275872

Maui...You (and few others on this thread) dont seem to realize that Intel and AMDs destiny are a lot closely tied with each other than against. Although, your action does suggest (by selling all your AMD shares), that you do believe that, if Intel drops after the earnings, so will AMD. Maui. Considering niceguys track record <ggg>, if he is out of the stock (AMD) there is a high probability that whatever Intel reports on Tuesday we may be surprised and see Intel move up (the bad news is already factored in rhetoric). Then he'll be scrambling to get back into AMD after the stock is headed on its way back to 30. This week is going to be tough to play, but generally the majority's view is wrong. Regards Ed P.