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

To: Ahmad Sinno who wrote (56900)	4/30/1999 4:37:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1589255

<Thank you for taking the time to answer my questions. I am aware of AMDs history of missing their dates, but there is a company in Redmond WA, that always misses its dates and under delivers.> The difference is that those guys in Redmond make tons of money and wield a gigantic hammer to ensure those profits. AMD doesn't have that much money, and their weapon is equivalent to a fencing sword which is aimed at one of the chinks in Intel's armor. <From the tidbits that I have heard a lot of analysts are/have lost confidence in the CEO, and the stock is close to being at the lowest levels this year. What is your prognosis ?> In a nutshell, the analysts are shouting, "Show me the money!" Promises and plans, no matter how viable they are, aren't going to convince Wall Street until AMD can demonstrate a stable source of income. Even if the K7 blows the Pentium III away, the price of AMD stock isn't likely to jump that much because investors know that AMD could run into another manufacturing problem with the K7 and fail to produce enough of those K7 bad-boys. That itself makes AMD a very risky investment. If AMD pulls through, however, you could see this stock jump almost as fast as an Internet IPO. So if you want to take your chances, now's the best time to start because it's unlikely that AMD stock will fall any lower from here. Personally, I'm in no hurry to jump back in. Tenchusatsu