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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 232.09+1.8%3:45 PM EST

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To: rupert1 who wrote (137865)10/27/2004 12:37:09 PM
From: Pravin KamdarRead Replies (2) of 275872
 
Rupert,

Like all analysts, and more than most, he likes to think that he is a strategic thinker with an eagle's view of the entire industry. He particularly likes to say, and often does, "I told you so". I suspect that he has heard that an AMD-IBM joint-manufacturing announcement is in the wind. He wants to be in a position to suggest that they had listened to him.

Very insightful. I tend to agree. (I guess I wouldn't think it so insightful, if I didn't agree, but I digress.)

Pravin.
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