SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.10-0.6%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: herb will who wrote (48566)7/21/2001 9:15:10 PM
From: Jim McMannisRead Replies (1) of 275872
 
Herb,
RE:"Then again, throughout this past quarter AMDers were continually claiming that a great quarter was in store for AMD and a dismal one for Intel."

I think we have enough Engles here already.
Foolhardy to paint all AMD stockholders with the same brush.

RE:"AMD stock price was headed skyward. You were guilty on that score too, weren’t you?"

I don't know about skyward. Better talk to NG about that one.

RE:"Especially after June was over and no AMD change in guidance. You guys thought you were home free. Well lightning struck just one week before Q2 Earnings"...

You guys? I admit I did feel a bit better when June passed with no warning. Still nervous though.

RE:"Announcement Day and Jerry lowered the boom. The stock price dropped a ton but you guys fell in line as is the AMD way and focused on Intel negatives ignoring your own losses claiming Intel stuffed the channel,etc."

I never said anything about stuffing the channel. When AMD warned I got a sinking feeling about Intel. I doubt too many serious investors wished for Intel to have bad earnings.

RE:"All the while you knew that Jerry knowing full well that April and May as you would put it was in the toilet was lining his own pockets. I don’t understand how you can be so forgiving. But it’s your money."

I'm not so forgiving. As a matter of fact I've been one of the major AMD critics over the last 9 months.
Had AMD excecuted as planned there wouldn't have been this lag. Now it will take another Q for improved earnings at least. Despite the Y2K bust, AMd could have done a lot better without the delays.

RE:"Jim, how do you stand on the winners and losers poll? Seems like you have been a loser for a long time. Huh?"

I've lost about 40% of my Intel investment. Much less worse on AMD despite the recent drop.
My largest holdings are oil related. I suspect I've done a lot better than you over the last 10 months....especially if you have been in losers like Intel.

Jim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News