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

To: AK2004 who wrote (52058)8/22/2001 5:18:11 PM
From: tejekRead Replies (2) | Respond to of 275872
 
Market put amd at higher risk and hence higher risk premium is associated with the stock. If amd would manage to stand their ground (>=15%) over the next few quarters the situation is likely to change.

Albert, that's a big if. How much do you think AMD will be hurt by a messed up GTW and IBM's discontinue of the Athlon in US sales?

I just read the release re the CPQ/Intel collaboration on wireless. I think the 800 lb gorilla is starting to wake up.

ted


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