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

To: Pravin Kamdar who wrote (41039)	5/24/2001 11:25:05 AM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 275872

The size of the drop the last two days does not seem warranted, based on degree of the general market decline. Could this really be due to Sanders dumping some shares? Seems a little over done, to me. Or maybe the size of the run-up was not warranted? Ever think of it that way :) TG

To: Pravin Kamdar who wrote (41039)	5/24/2001 11:30:21 AM
From: that_crazy_doug	Read Replies (1) \| Respond to of 275872

<< The size of the drop the last two days does not seem warranted, based on degree of the general market decline. >> I'd argue that the size of the previous run up wasn't warranted either, so you live by the sword and die by the sword. I think the news has been pretty mediocre lately. In another quarter, we'll be competing against chips that are potentially 500mhz faster, and are priced the same. I think AMD is in for a world of hurt at that point. You can argue all you want about performance, but I doubt the general public will pick up a copy of pc world to find out. Plus the bench mark comparison will be p4 with rambus vs athlon with ddr, then people will go out and buy the p4 with sdram thinking it's the same thing.