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

To: niceguy767 who wrote (50153)	8/7/2001 10:06:36 AM
From: Pravin Kamdar	Read Replies (4) \| Respond to of 275872

Niceguy, As I see it, the major risk left in this market is due to the market's refusal to have already collapsed Intel's market cap. Intel has a PE of 60, when it should be no higher than 20. If the P4 buildup that is taking place right now does not sell through this fall, Intel could well go to a PE of 20, with an associated market cap reduction of 133 billion. This would crash both the NAS and the DOW. This market depends on Intel not crashing. Sh*t, I just talked myself into going to cash. Pravin.

To: niceguy767 who wrote (50153)	8/9/2001 12:06:55 AM
From: Yousef	Read Replies (1) \| Respond to of 275872

niceguy, Re: "AMD may indeed see some red ... AMD's ever increasing strength in product lineup." Wrong again, niceguy ... AMD is behind in MHz, has no real presence in servers, and has much lower ASPs. Seems like AMD is poorly positioned and will be hurt more than INTC in the upcoming price battle. I'm sure we will soon start hearing about AMDroids complaining to the DOJ. Make It So, Yousef

To: niceguy767 who wrote (50153)	7/30/2002 11:06:15 PM
From: Yousef	Read Replies (1) \| Respond to of 275872

Niceguy, Re: "(Yousef said) AMD could be going into the "red" much farther than ever before with this upcoming "price war". I'm sure AMD stock can only go "up". <ggg> ... (Niceguy response) Doubt that very much (i.e see AMD losses 3 years ago) given AMD's ever increasing strength in product lineup and "new" market revenues that will be gained as a result of this increasingly strong product lineup in the mobile and server/workstation spaces..." Guess you were WRONG, Niceguy ... You should have paid "attention". <ggg> Make It So, Yousef