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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (15599)	10/7/2002 10:20:40 AM
From: Don Earl	Read Replies (1) of 78625

Paul, My first PC had an INTC processor and I've been using AMD processors ever since. Semis seem to go through a regular love hate cycle that I've never been able to relate to any real underlying fundamentals. As Timba mentioned, they're losing money, but I have a hard time picturing that as being a permanent condition. Who knows. The days when people would pay three grand for a faster system every 6 months are long gone, but the sell off in techs over the past several years looks to me as being over done at recent levels. I suppose if it comes right down to it, my AMD buy is probably as much of a gut play as anything. The fundamentals are okay, at least I don't see anything in the way of a near term cash crunch, and maybe the recent announcement of write offs will set the stage for a turn around. I think I'd have a hard time viewing the stock as being seriously over valued in the $10-$12 range in a market with a little less panic selling. Trying to second guess this market is next to impossible, so closing my eyes and hoping my account doesn't look too screwed up 6 months from now is about the best plan I can come up with right now.

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