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

To: kapkan4u who wrote (51195)	8/15/2001 12:17:00 PM
From: niceguy767	Respond to of 275872

kapkan4u: "I don't think we are out of the woods yet. The clear danger as perceived by WS is that IBM was just the beginning. GTW and HWP may follow because of a very bad PC environment and Dell forcing everybody to cut costs at all costs. And Intel is always lurking around with hard to refuse deals." Perhaps INTC needs to test $22 for capitulation to have occurred, once and for all?

To: kapkan4u who wrote (51195)	8/15/2001 12:24:32 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Kap, Re: <I don't think we are out of the woods yet. > IMO, we're a far cry from out of the woods. There's more production around than you can shake a stick at, and not just in CPUs. The economy sucks. Argentina is about to take a dive and there are lots worse than Argentina. We're not out of the woods, we're most likely not even all the way into them yet! tgptndr

To: kapkan4u who wrote (51195)	8/15/2001 12:26:03 PM
From: Andrew Shih	Read Replies (1) \| Respond to of 275872

Kap, I think that's why AMD is slashing prices. There's no way that the Athlon will not sell out. The question is at what price? The other question is whether T-bird wafer starts have stopped. Is AMD now at 100% Paly starts? -Andrew