Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: A. A. LaFountain III who wrote (56099)	7/21/1999 12:55:00 PM
From: DRBES	Read Replies (1) of 1577340

RE:"I honestly don't think most analysts and investors have fully come to grips with the enormous risks associated with these two items." Availability of motherboards and cpu's, that is. I do not agree. I think that very much overdone pessimism is why the stock is trading in the teens and not in the forties. By one survey there are 24 analysts covering AMD. One has a strong buy, one has a strong sell, and twenty-two are neutral or market perform; these neutral morons, afraid to lose their jobs (as Tom Kurlak did), refuse to made an essentially binary decision (pun very much intended). At 17 AMD is a few points over book valuation and about one half of its break up value currently, as the Vantis sale illustrated. The market continues to say "show me the money" based on AMD horrific history of disappointing after promises. August should be exciting. I hope that, for a refreshing change, that the surprises are positive. The above quote is from another set of threads. Any comments, public or private? Regards, DARBES

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