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

To: Cory Gault who wrote (80389)	5/21/2002 11:40:48 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

Cory, AMD has continued to disappoint time and again. That's why investors don't buy the story. However, it's usually a good time to invest in a stock yourself when the investment community has such undue pessimism. AMD stock is not going to the moon, despite what AMDroid Dan thinks, but it could have a significant upside with a flash recovery, and an increase in ASPs due to Hammer. That's why I have reinvested myself in AMD stock. I would recommend the stock to others, too, given its currently inexpensive price. wbmw

To: Cory Gault who wrote (80389)	5/21/2002 1:12:30 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Why is the stock trading near book value if this huge upside is on the way? You might have asked the same question in August 99, when Athlon processors first started trickling into the market. (Only 200K were sold from June thru Sept. 99) AMD's stock price was about $8 then and hit $45 less than a year later. In '99, you had a second chance to get AMD at $8 until the first quarterly report that included significant Athlon revenues. An October intro is looking more and more likely. I suspect there won't be that second chance, four months after intro, this time around because the product transition will be much more rapid than the chipset-hampered Athlon introduction. You had better get onboard before October. Petz