Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: cellhigh who wrote (7318)	4/19/1998 3:54:00 PM
From: Bill Wexler	Read Replies (2) of 18691

You're missing something. AMD is a loser. The fact of the matter is that the sub-1000 PC market isn't all it's cracked up to be. Overall PC growth is slowing, and prices for more powerful desktops are collapsing anyway. Margins are razor thin, and AMD's financial position is already precarious (why do you think their credit rating has just been downgraded, right before they were forced to go begging for another billion dollars?) The pop on Friday was due to options arbitrage. I expect AMD will keel over into the low teens fairly quickly.

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