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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Joey Smith who wrote (27295)	12/29/1997 4:54:00 PM
From: greg nus	Respond to of 1573242

Joey, I've been out of AMD since april. I do own AMD senoir notes. Notes are selling at a premium due to the fat 11.5% note rate. AMD stock is a buy for long term. However I'm waiting for a sign from God spoken in the from of one who worships in the Church of Intel. AMD goes up best when Intel goes up and right now Intel a'int going up. In fact AMD is ow selling a just under 1times sales. While Intel is selling at 5+ times sales. Were Intel to contract to AMD's value Intel would shares would be selling for around $15.00. If intel disapoints and posts a bad number of worst hits it's number by some fudging and it shows up in some of the fine details. The stock will get hammered. If they take intel down AMD will sink with Intel. AMD's earnings will depend on ramping to high volume. This does not happen in one qrt. So I don't see a rush as long as I'm earning interest everyday I wait the more shares I could buy. If it falls to book or discount to book I'll probably begin cautious accumulation. I want to see how Intel wheathers the Asian slowdown. The forign currency transaltions. The change in buying patterns as more boxmakers adapt the Dell model. The effect on the price cuts on margins. The loss of momentum from not having a suitable productline for Sub$1,000.00 and the potential coprorate slowdown for technology expenditures due to slow growth of companies exposed to Asia. For that matter corp america may decide to start buying the sub$1000.00 as a cost cutting idea. Watch Compaq try expand the sub $1,000's sucess with consumers by selling to small businesses or make some big corp deals with the new AMD .25u cmos product which will approach Intels top of the line stuff but sell a significantly lower prices with help from cheaper componets cost from Asia. I'm not smart enought to figure out what it all means yet "so when in doubt stay out". good luck with your investment.

To: Joey Smith who wrote (27295)	12/30/1997 2:22:00 PM
From: Van Nguyen	Read Replies (2) \| Respond to of 1573242

As long as there's no news on K-266 shipment, AMD will still tumble to single digit. The K-266 shipment has been late at least 3 months, it supposed to be in September. Look at AMD: market goes down, AMD down; market up, AMD down; INTC up, AMD down; INTC down, AMD down; Asia market up, AMD down; Asia market down, AMD down; AMD's good news, AMD down; AMD's no news, AMD down; AMD announcing new products, AMD down..... There were some dead cat bouncings when AMD dropped from the 30's, but when 20 was broken, all is over now. An K6-266 shipment may stop the falling, but with this market mood investors will wait after the earning release to jump in (or out).