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

To: DRBES who wrote (68684)1/23/2002 9:45:43 AM
From: hmalyRespond to of 275872
 
Drbes Re...Given the timing and exchange rates at the moment, it would appear that this event is extraordinarily propitious and probably an extreme bargain: it represents possibly huge and very advanced capacity at very depressed costs (to AMD.) <<<<<<<<<<

I concur wholeheartedly. UMC is trading at $8.85 currently, but it was at $14 throughout the 90's and got up to 50 last yr. If AMD has enough shares, it could have a lot of influence on getting contracts, and give them a lot of influence with the Tiwanese.



To: DRBES who wrote (68684)1/23/2002 10:04:16 AM
From: fyodor_Read Replies (1) | Respond to of 275872
 
Of UMC and AMD&#133

Well, UMC stock certainly has a higher buy rating than AMD stock ;-).

One thing I really don't understand about the report is the "20-30% stake". How on earth can AMD afford 20% of a $22 Billion company?

-fyo


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