Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: wanna_bmw who wrote (166546)	6/18/2002 7:06:33 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

WBMW, re: How high would you expect it to go after this quarter? I don't know, others are more qualified to answer. GV? There seem to be a lot of "what if" questions with Hammer, mostly from the process folks. Yes they are getting a lot of motherboard support, but that doesn't mean they will get OEM support, and if they get OEM support, that doesn't mean they will get end user demand. That's a lot of ifs from a company that is shrinking rapidly, with no back up plan. I hate to say it, but Tim is right, if Intel wants to go for the kill, now looks like as good a time as any. Short term pain for stockholders, long term gain. I also wonder what this says about Intel sales. It's only been 10 days since Intel's update, but I suppose things could have gotten worse. John

To: wanna_bmw who wrote (166546)	6/19/2002 11:20:31 AM
From: Dave	Respond to of 186894

deleted

To: wanna_bmw who wrote (166546)	6/19/2002 11:25:35 AM
From: Dave	Respond to of 186894

At this point in time, AMD has approximately 264m of debt coming due within the next 12 months. And AMD has 1.123B of LT Debt. As for liquidity, AMD is still fairly liquid wherein Current Assets (whether or not one excludes inventories) is still greater than Current Liabilities. Previously, I posted that AMD's tangible book value is around 9.67. While it may not be a good day to buy AMD, I believe that AMD appears to be an outstanding trade for the Short Term. Someone on this thread compared AMD's situation to AMD post K6-2, which I agree. One has to remember that AMD is a survivor, even under poor leadership. While the Athlon is running out of gas, hopefully their K8 will be launched. If you don't recall, remember the fiasco over the K5? AMD had to survive selling overclocked 486s. Thankfully, Nexgen solved their K5 problem and offered an outstanding core, i.e. K6.