Re: "As for my posts this AM, I regret bringing this stuff to the thread. It seems lately that almost any negative or critical comments wrt AMD is met with almost derision. Frankly, it is starting to sound like the Intel thread of last year."
ted,
As a careful and mostly silent reader of this thread I feel compelled to add my view on this topic.
When I noticed your observation on a possible reason for the lackluster behavior of our stock, I had the following thoughts: since this observation is made by ted, which I do respect because of his overall post, I do consider it relevant. However the impact on the stock might, since I am long, not affect my decisions much because it will be corrected over time.
However, due to the fact that the post was from you, I considered your finding very worth to note. Because my guess was that you did indeed much research for a possible reason on AMDs stock move. And the best you could found did not worry me much. In the contrary it did reaffirm me on the strength of our stock. Or put differently: I did not perceive your post as negative for the stock or the thread at all.
The answer from Mani, viewed in the perspective of a lurker, did not really offset the overall merit of your post. It just gave a different view, valuable as well.
I do not speak for all of the lurkers here but I think that many of them like the lively, timely and thoughtful post here. And most of the time we just do not have any sensible comments to add.
In this sense I just would like to encourage you to continue to share your findings, analysis and thoughts with us.
Thanks and regards
Manfred |
