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.

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

To: Scumbria who wrote (46206)	1/15/1999 1:24:00 PM
From: SteveC	Respond to of 1573691

If the stock hadn't tanked, wouldn't the holders of AMD's 400K solicitation have traded the notes to stock? Could AMD have decided to just meet expectations, as they existed in December, to avoid a run up in share value and conversion of the notes to stock? Okay, it's a stretch . . . but stranger things have happened.

To: Scumbria who wrote (46206)	1/15/1999 1:25:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1573691

All, It seems to me that instead of focusing on Intel, their technology, and the affect of their pricing on AMD, it might be worth taking a hard look at how Cyrix will be affecting AMD by early 2000. To me, this is AMD's biggest threat (hopefully, AMD will be able to insulate themselves from this threat with a big success in the server market with the K7). Pravin. In for a penny, in for a pound. I just picked up another 1000 shares at $21.875. K6-3 and 450 Mhz K6-2 announcements this quarter should push the stock back up to $30. Pravin.