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Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?


To: Brian Hutcheson who wrote (1784)10/28/1997 5:55:00 PM
From: StockMan  Read Replies (1) | Respond to of 6843
 
b,
Re -- AMD's cost for the K6 and I venture to say K7 will be appreciably lower than Intel because of the smaller die size

Wow, no wonder AMD's stock is at $24 with no forseeable earnings.

The K6 die size (168 mm2) is much larger than pentium mmx. Thus each K6 will cost more to produce, and sold less than pentium mmx.
That translates to LOSSES.

Give it up b, All this stuff is way out of your league. The pros will eat you alive!! Hope you have sold out of AMD

Invest in a nice company like Intel and then you will be considered smart.

Stockman



To: Brian Hutcheson who wrote (1784)10/28/1997 7:37:00 PM
From: Ali Khaman  Read Replies (1) | Respond to of 6843
 
Brian -

With AMD's dreamt earnings I don't understand how it can find support at the $24 level as it is. Aside from the speculators, I anticipate that traders will flip this stock in a range slowly losing interest until it spirals slowly downward.

If the production of the K6 is a good example for AMD handling the K7, I would be hardpressed to agree with you on AMD's "lower" costs.

At this point AMD has merit as a specualtion grade stock looking unattractive even in the teens. Remember AMDs problems in the early 90's took this puppy down to $6 and a lovely PE of 4....and at least then they had earnings on the sheet.

Good luck to the rest of you!