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

To: andreas_wonisch who wrote (83232)	6/21/2002 6:02:53 PM
From: wanna_bmw	Respond to of 275872

Andreas, thanks for the advice. I have decided to hold and cost-average if the stock drops below $7.50. I may average a second time, depending on market conditions, and AMD's status with their products. wbmw

To: andreas_wonisch who wrote (83232)	6/21/2002 8:01:58 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Andreas, Re: < I'd had a look at the five year chart and AMD did never close below $7 in that time frame. Actually the lowest close was exactly $7.0 (split-adjusted) somewhen in summer 1998.> Correct in that time frame. Seems to me that when the following post was written AMDs book was over $15.00/share. (Split corrected, $7.50). ==================== Hi Jack: AMD made the 17.9 % gain today, but she started up yesterday and came off her 4 year low of 10.25 about noon..and that with today abounted to a 20.7% gain..not any I know of beat it except the secuity scaning Co. that got a pop from that TWA crash..but that pop won't go on to long.. jim Message 194074 -tgp

To: andreas_wonisch who wrote (83232)	6/22/2002 3:41:03 PM
From: Gary Kao	Read Replies (3) \| Respond to of 275872

Regarding AMD going bankrupt: why are you so skeptical this can happen? AMD has $1 billion in cash/short term securities. It owes the state of Saxony $1 billion, albeit over five years. It will lose $200 million this coming quarter, and probably for at least the next three quarters. Even if Hammer is successfully launched, the revenue from it will be initially paltry. The simple math seems to suggests AMD COULD be technically bankrupt in a year?!!

To: andreas_wonisch who wrote (83232)	6/22/2002 3:53:29 PM
From: TechieGuy-alt	Respond to of 275872

I agree with this analysis. Of course with the disclaimer that the overall market retains some logical sense. During the AMD K5 - K6 gap, when AMD was stuck with a 133MHz K5 with a very poor FP unit and the Pentium was at 166Mhz and INTC already had a 180MHz+ PPro out, AMD bottomed (I believe, quoting from memory) at around $10.5 (pre split). That AMD and this AMD are two completely different companies. I would be a buyer myself at anywhere at or below $7. Not that far from there. A bad market day and we should see ~$7. We still have most of summer to go, plus the market should sell off quite a bit before the July 4th weekend. Which large shareholder wants to hold positions before such a prominent holiday? TG

To: andreas_wonisch who wrote (83232)	6/22/2002 4:25:23 PM
From: Milan Shah	Respond to of 275872

Actually the lowest close was exactly $7.0 (split-adjusted) somewhen in summer 1998. Here's my perspective on this - the biggest problem with the PC industry is that the distribution of R&D spending is very skewed. Microsoft, of course, has the biggest $'s of R&D, and one can see some of the results - the Mira PC for the home, for example. This is about the only ray of hope that this industry will revive. Intel and AMD rank a very poor second. AMD's foray into 64 bit computing is a decent shot, but there is a lack of investment in software to avail of this. The box makers, I think, spend enough money to decide what shade of beige this year's box should be, and that's about it. Given this, when can we expect the next PC revival? We all know that its going to be atleast another 2 years before we see anything new from MSFT (Next year is taken up by .NET Server release, which, being a server OS, won't do much in way of PC revival). This is pretty dismal, especially because I think there is a lot of innovation that can be done on just the PC front. For example, why aren't we seeing PC's with built-in wireless (802.11) connectivity? How about PC "hubs" with built-in wireless access points? The answer is that the box makers don't have any R&D margin left. How about extremely low-power, low noise, PCs for the family room, at a $300 price point, perhaps in the shape of internet music appliances? These types of "innovations" will stimulate demand, but the problem is, the folks that have the most to gain by this type of R&D don't have the margins to support it. Milan