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Politics : Formerly About Advanced Micro Devices

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To: ptanner who wrote (116751)6/21/2000
From: Charles R  Read Replies (1) of 1576135
 
PT,

<Probably a reference to this article which says Janus Strategic Value has 4.1% invested in AMD:

biz.yahoo.com >

This Janus guys cover one of my favorite themes on AMD. Athlon is spitting out gigantic amounts of cash that is apparent to anyone who pays attention.

Buying on cash flow and its growth is fundamental tenet of value investing and in these days where people talk about insane PSRs and PEs it is refreshing to see there are still a few folks out there who are looking at this stuff.

Chuck

P.S.: Interested folks should compare cashflow of AMD and Intel for the last 3 or 4 years - some very interesting data jumps out.
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