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

To: AK2004 who wrote (43049)	6/6/2001 8:06:13 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Albert, <SV base their conclusion on their Taiwan sources I wonder how did you arrive to your conclusions since I did not see any statistical sources that would contradict SV> I have 2 empirical sources. One is generally what I see around me. All the computer places I happen to walk into over the last couple of months carry fewer AMD SKUs than they used to (compared to Q1). The second is the occasional news I get from Ctech. last couple of months, several news stories came out which indicate that the ratio of motherboards and chipsets has changed (relatively more Intel than AMD). Also, there has to be certain amount of scepticism about these financial analysts reports. Most guys didn't recommend AMD until it hit $60 or $70 (pre split). Most of these guys generally are better indicators of "mass psychology" than "early indicators". The last time AMD was a super buy was when Athlon was released. The next time AMD will be super buy is when Hammer is released (assuming it is designed well and happens in time for the peak selling season of 2002). <..as far as holding the stock then it is very much depends on individual objectives> That's cool as long as long as the objective is NOT "to do better than Intel stock or not as bad as Intel stock". That's because Intel business ain't going any where for at least another year. Chuck