Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (106494)	4/18/2000 11:40:00 AM
From: SteveC	Read Replies (5) of 1573746

"As you know, I can't imagine why anyone would sell AMD under $125" Well, I admit I did last Friday when it looked disaster was hitting the market. I bought back in this morning -- some day I'll learn to buy and hold but I've been burned by AMD in the past. With the market swings, I'd decided to go 50 cash/50 stocks. I'm now 1/3 cash and 2/3 stocks with AMD & Sun representing the largest percentage of my portfolio. GO AMD! P.S. If Intel misses or comes up with funny numbers to meet expectations, do you think it will truly hurt AMD? IBM keeps blaming the Y2K slowdown for its poor revenue growth and market analysts have figured out that it is Sun that is true reason for Big Blue's weaknesses. Maybe the same with Intel and AMD this time. Not that I think AMD is a threat to Intel like Sun is to IBM, but having a revived AMD must be putting a damper on Intel's margins for consumer chips.

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