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

To: kapkan4u who wrote (48621)	7/22/2001 2:22:46 PM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

Re: I am out of the stock too, ..The great majority of investors are incapable of separating emotions driven by short-term stock swings from fundamentals. So they buy high, sell low and miss opportunities of their lifetime." Since you are OUT, you must think AMD is NOT a good buy at this point. How low do you think it will tank to?

To: kapkan4u who wrote (48621)	7/22/2001 3:39:49 PM
From: andreas_wonisch	Read Replies (5) \| Respond to of 275872

Kap, Re: You have been around AMD long enough to know that AMD of today is drastically different from AMD of spring of 1999. What's so different this time? Okay, the cash balance is better and they have a brand-new fab. But in the clock-speed race they are even more behind (30% and more) than in those days. Worse: The current processor architecture has run out of steam (only a 40% clock-speed increase in 16 months) and there's no savior on the horizon for at least another year. Unless there's an economic upturn or a change in management (strategy) I expect AMD to lose tons of money beginning this quarter. Andreas