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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (115026)6/8/2000 5:45:00 PM
From: Joe NYC  Read Replies (1) of 1572369
 
Ted,

It seems lately that almost any negative or critical comments wrt AMD is met with almost derision.

I hope that it wasn't from any of my posts. I think we need to discuss the possible challenges, the pessimistic case, the worst case scenario as well as rosy scenarios and as time goes on, we should evaluate how the data that's available fits with these scenarios.

My comment on the Yahoo estimate / lack of new all time highs is that it is hard for the analysts / institutions to believe that AMD can possibly grow in the future. They only believe the past growth (from the quarterly statements), and after each Q, they change the estimate to that quarter annualized with no growth.

I guess we have to live with it. It has been profitable just living of the present successes. We still have an un-tapped potential when the consensus of analysts' opinions realized that this company can in fact grow.

Joe
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