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

To: AK2004 who wrote (86179)	8/1/2002 11:38:02 AM
From: Yousef	Read Replies (1) \| Respond to of 275872

Albert, Re: "I view buy-out as a greatest threat to current AMD shareholders as company worth much more than 50% over current stock price ..." ROTFLMAO ... AMD lost money in Q2 and will do so in Q3, Q4, and much of 2003. AMD is NOT undervalued ... AMD has slipped schedule on their upcoming .13um process and products. Make It So, Yousef

To: AK2004 who wrote (86179)	8/1/2002 1:22:32 PM
From: tejek	Read Replies (1) \| Respond to of 275872

re: not in this business climate. I can name you a number of companies starting with ibm that might consider buying amd. In fact, I view buy-out as a greatest threat to current AMD shareholders as company worth much more than 50% over current stock price which would be the best case scenario for buy-out. Albert, IBM just opened a new fab in Kingston; however, I understood IBM has sold most of their fabs. Plus does IBM even sell PCs anymore? If not, what would be the reason for buying AMD.......their server business? I still contend with the future of the PC business uncertain and the economy flailing not many, if any, firms are prepared to step up to the plate and take on AMD's debt and production facilities. And by the time things look better, I think AMD will be too expensive. ted