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Politics : Formerly About Advanced Micro Devices
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To: john dodson who wrote (27161)12/25/1997 1:25:00 AM
From: Brian Hutcheson  Read Replies (1) of 1573373
 
John , re. would you invest in AMD at these levels
I suggest you take a 10 yr chart of AMD and look at the peaks and valleys . You will find that AMD peaks usually around march-may period ,especially after a sell off at year end . In most of those cases there is a doubling of stock price . The year that it did not follow the usual pattern was '95 , but this was the year that the Nexgen merger gave dilution of earnings and also delay waiting for K6 .
Most AMD investors here will tell you that the fundamentals going forward have never looked so good for this company , for the first time in AMD's history they have the product , the market acceptance and the production facilities . The Intel investors will tell you differently because they are over here for one purpose . That purpose is a strange one indeed , in their minds they feel that their negative contribution to the AMD thread will somehow make a difference as to the outcome in the CPU wars .
Brian
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