RE: "He was the only one with a strong buy on AMD few months ago (and before 100% appreciation)."
Hi Mani,
I think LaFountain should get a lot of credit for taking a stand, and for not following the crowd. A good principle which other Analysts could do. (Of course, I would have preferred if he had been pro-Intel). Nonetheless, the principle of maintaining one's own position, and not caving into the herd, is admirable, particularly if herd mentality seems to rule, not necessarily individual creativity.
Having said that, on 1 to 3 occasions, when there was something ambiguous about Intel, he seemed to lean towards negative interpretations, but when there was something ambiguous about AMD, he seemed to lean towards the positive on occasion. So, to me, he seemed to display an inclination to assume more worse out of Intel, than AMD. This also gave me the impression he may not be aware of his own potential leanings, since I don't believe they (underlying assumptions) were always expressed at times?
But, yes, I like how he displayed the ability to take a position and not just do the herd-mentality-thing.
However, I continue to disagree with (what I think might be) his premise that Athlon can be successful against Intel, when all things are said and done.
Regards,
Amy J |
