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Strategies & Market Trends : Roger's 1998 Short Picks
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To: cellhigh who wrote (7306)4/19/1998 10:46:00 AM
From: Pancho Villa  Read Replies (1) of 18691
 
>sorry but your the one who badmouthed it last week.<

I don't remember. I may have said they will continue to loose tons of $$$, but the long side of the story is that investors now perceive AMD as the provider of choice for microprocessors in cheap PCs , and these days profitability is irrelevant. I belive Bill Wexller feels strongly about shorting it. I don't. Not planing to play the long side either in the near future.

Buonna Fortuna.

Pancho
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