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

To: Pravin Kamdar who wrote (77622)4/18/2002 10:19:27 AM
From: maui_dudeRead Replies (1) | Respond to of 275872
 
Pravin, Re : "The question is how to play it from here. I think buying back in at $13 is a trap"

I think so too. I see no reason (unless the economy picks up dramatically) why AMD will shoot up until hammer is selling well. Intel is on a roll with products and rampup right now, AMD is in between product cycles, changing CEO, process transition and global economic slump.

Overall a very long-term, I think both Intel and AMD together will have put all remaining processor maker out of processor-making business (AAPL, SUNW, IBM). And the entire high-end market may be there for Intel and AMD to grow and share.

Maui.



To: Pravin Kamdar who wrote (77622)4/18/2002 11:07:48 AM
From: Mani1Read Replies (2) | Respond to of 275872
 
Re <<The question is how to play it from here. I think buying back in at $13 is a trap.>>

Well I just covered everything at $12.81. Next move will likely be a buy, but only when I sign of hammers being on time or serious flash recovery.

Mani


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