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

To: Paul Engel who wrote (4388)	2/12/1998 10:30:00 PM
From: Maxwell	Read Replies (2) \| Respond to of 6843

Dr. Engel: Did the article scare you of your investment in AMD? Time to bail or double down? According to the article you have a better chance of winning a Super Lotto than AMD getting out of this mess. Maxwell

To: Paul Engel who wrote (4388)	2/13/1998 5:24:00 AM
From: John Prugh	Read Replies (1) \| Respond to of 6843

Paul, I found the article you posted very interesting and informative. It reflects a picture of AMD that has been forming over the past quarter. It also sums up AMD's problems and prospects succinctly: the CPU business does not look promising for the company, but even if AMD fails there, it is not about to go bankrupt because of its fundamental value and other business segments. In short, AMD is likely to go nowhere. On the bright side, it probably won't fall much further (especially when people realize that it makes more than just CPUs), and IF it succeeds in manufacturing its K6 in quantity, there is a tremendous amount of upside potential. In short, AMD is near bottom; it remains, however, a speculative buy at this point.

To: Paul Engel who wrote (4388)	2/13/1998 10:04:00 AM
From: Mark Brophy	Read Replies (2) \| Respond to of 6843

Re: Breakup value Do you agree with the contention of the article that AMD has limited downside due to the breakup value?

To: Paul Engel who wrote (4388)	2/13/1998 11:57:00 AM
From: Robert Walter	Read Replies (2) \| Respond to of 6843

Paul, Thank you for the article from Schwab. It summarize AMD's position well. Everything is riding on its 0.25 ramp up. Really though there is no new earth shattering news here. Almost all of these point have been discussed already here or on the other AMD thread. One thing that I have not seen is that the German government is pressing AMD on its financing package. If they lose the subsidy from Germany they are really in deep trouble. As for the down side I agree it is really limited due to the break up value or total take over value. Thanks again Robert