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

To: Gopher Broke who wrote (77381)	4/17/2002 11:36:50 AM
From: Robohogs	Read Replies (1) \| Respond to of 275872

But the diehards hear have not converted - niceguy and certain others. Comb is usually more sceptical and I trust him more than most on the board - surprised by his trusting AMD here. I must admit that I have held this thing (against what I thought was my better judgment) as I worried about 130 nm process. Have to make a decision in the next few hours. Do not know which way to go (if I sell, I am the final capitulation and if I hold there is not enough scepticism - that is my fear in the back of my mind). I was happy to see that they did ship last quarter as most of us thought. My main fear is the collapse on Pricewatch and therefore the need for speed from AMD 130 nm process. Also do not know what to read into new Barton configuration. I too believe they could raise guidance on flash (see telco market improvement from TXN) but am worried about ASP. Sorry if I came across as attacking, just trying to pull out the best words I could. Good luck! Jon Jon