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

To: kash johal who wrote (48540)	7/20/2001 6:43:28 PM
From: ajbrenner	Read Replies (1) \| Respond to of 275872

Kash, I can't say that I disagree with any of your recent posts WRT AMD's near term outlook. The only question I have is why would you go long with such a pessimistic outlook. Looking for a DCB? Don't get me wrong I'm not trying to hold your feet to the fire on this. It's just that I respect your opinion and I'm looking for my own reentry point. I'm thinking more like $14.00. ajb

To: kash johal who wrote (48540)	7/20/2001 7:38:55 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

So far corporate America isn't buying P4+Rdram though. Piii's and SDRAM are the choice, but even then most IT dept. aren't buying. With all the big Dow component companies etc laying people off there is boatloads of PC's to re-use. White Box makers had the 2nd highest rating behind Dell and more people responding then Dell in PCMag for satisfaction. I'm glad AMD is in these White Boxes. M.

To: kash johal who wrote (48540)	7/21/2001 3:08:52 PM
From: tejek	Read Replies (1) \| Respond to of 275872

You just don't get it do you??? Intel is pushing PIV's into US retail desktops. The high end of which used to be Athlons. Kash, You need to add to the list that Sanders achilles heel is starting to show. He is fighting a pricing war to gain market share when AMD is not in the strong position. Dell, exclusively supplied by Intel, not AMD, is the only pc maker that is truly growing its business right now and that's by grabbing market share from the others. Sanders needs to retrench right away, give up share [if necessary] and batten down the hatches until the storm is over. But he won't do that and AMD will suffer because of it. We will know how bad things really are when AMD gets closer and closer to its 52 week low. If it stays above $13.56, or if $13.56 holds, then things are expected to improve soon. If it goes below $13.56, the sh*t is about to hit the fan. ted