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

To: kash johal who wrote (48255)	7/18/2001 3:17:47 PM
From: Pravin Kamdar	Respond to of 275872

Kash, You've got balls. Good luck. Pravin.

To: kash johal who wrote (48255)	7/18/2001 3:19:40 PM
From: milo_morai	Respond to of 275872

You da man! I hope Mani covered. The 193nm delay news is BIG IMO (eom)

To: kash johal who wrote (48255)	7/18/2001 3:22:50 PM
From: 5dave22	Respond to of 275872

I took a little bit of a bath this morning on AMD. I was out at $19, and just bought back in. Less than before, but I can part with this money for a while - if it takes AMD long to get back to $20. Dave

To: kash johal who wrote (48255)	7/19/2001 10:33:59 PM
From: Mani1	Read Replies (2) \| Respond to of 275872

Kash re <<Just went long AMD at $17.75.>> Perhpas a little early IMO. Flash is not getting better anytime soon, CPU is getting worse. Did you see the inventory number for SSTI? $170 million with quarterly sales of $50, that is almost 1 years worth!! Yikes!! The last leg in INTC will also fall in about 6 weeks. All this hope on windows XP is none sense. People do not buy new computers because of a new OS if all the current application runs fine on the current hardware and current OS. Windows 95 and NT 4.0 are just fine. Mani