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Strategies & Market Trends : Steve's Channelling Thread
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To: Steve Lee who wrote (28714)9/25/2001 3:55:46 PM
From: Zeev Hed  Read Replies (3) of 30051
 
I think AMD will turn around and make money in the next twelve month, and here, under BV and under a PS of 1, it is cheap, as a matter of fact, I don't remember when intrinsic valuation on AMD was so low (not even relative to INTC, mind you). In the meanwhile, however, I got myself some AETH here at 7.44. Waiting to see how bad the MU report is going to be before going gang ho back into the semi's, sold the CCMP for less than a buck profit ($55.92) after my last post.

Zeev
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