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Politics : High Tolerance Plasticity

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To: Edmond Katonica who wrote (8910)10/1/2001 4:53:47 PM
From: jim_p  Read Replies (4) of 23153
 
Ed,

AMD is my largest semi position right now. It selling at less than 4 times ttm EPS, the stock price is 40% cash, it's selling for 72% of book value and is projected to be profitable this and next year with a projected PE of 18 next year.

It may go lower, but I'll keep adding.

Jim
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