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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (116715)6/20/2000 4:31:00 PM
From: DRBES  Read Replies (1) of 1576811
 
What I really think is the interesting "take" on AMD's future earnings is the visibility of it earning more per share per year than the price per share that they were trading for about a year ago. The numbers are already in place. You just have to be patient enough to wait a few years....Oh and some good luck for them and continued bad performance on the part of inteL would not hurt either. Playing the swings almost guarantees that the best move will probably be missed. Just hold onto it until the very fundamental picture changes dramatically for the worse. So far, it only seems to have improved though some opportunities (like SMP & etc.) are coming late.

By the way...my take on Janus and Fidelity is that they see just what I claim to see.

ANY COMMENTS????

Regards,

DARBES
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