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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (112821)5/25/2000 5:52:00 PM
From: EricRR  Read Replies (1) of 1571935
 
Perhaps its' related to mutual fund inflows/outflows. Intel is a large cap, and also part of the DOW. Amd would not appear in these, but only in industry mutual funds and also "managed" funds. People are shifting money to less aggresive funds, that pervertedly affects AMD more than Intel.

Also I really do believe in general that down turns are related to the granting of stock options. I own Apple: That stock shot down a few months ago, the board granted Steve Jobs his options at a good strike price, and then the stock shot back up. I bet if one looks at at the behavior of stocks when new options are granted, one will see that the stock moves in a way which allows the company to grant options at a favorable price. I haven't studied this though, my only data point is AAPL.

All this speculation aside, AMD is a good stock. We all know it. Good stocks go down in bear markets also. But in the long term... yada yada yada. If you want to try to time the market, go ahead. But just remember that iregardless of AG, there is a huge amount of money out there, just sloshing around. For example right now a huge amount of japanese "postal" bonds are maturing. Where is the money going to go? It has to go somewhere. This is why the yield curve is so screwy. The real bear market won't start until baby boomers all over the world start retiring. (maybe as soon as 2003) Thats when I'll really worry about companies with foward P/E's over 20. Hopefully AMD will be in that class by then ;)
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