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


To: milo_morai who wrote (80870)5/28/2002 11:59:30 PM
From: kash johalRead Replies (2) | Respond to of 275872
 
milo,

re: SPIN

Yes unfortunatley there's too much of this.

It really cloudes the investment picture.

Overall CPU's are PC demand is looking to be lousy for forseaable future.

IMHO AMD could be below $10 range pretty soon if Intel preannounces and starts slashing prices further to regain marketshare.

The good news for AMD is flash.

I see lots of drivers for HUGE flash demand going forward and AMD is very well positioned. and they can see HUGE profits from this in a couple of years. (my most recent consumer purchases : a DV camera and a Treo both contains lots of flash).

I would love to see an AMD/Fujitsu as a new Flash company and stock.

Could be valued north of $15Bn in a year or two.

regards,

Kash