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Politics : Formerly About Advanced Micro Devices
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To: Adrian Wu who wrote (32211)4/28/1998 12:30:00 AM
From: Time Traveler  Read Replies (2) of 1572509
 
Adrian, similar to your concerns, I do not understand why some people on this thread still think AMD's high stock price today is because of AMD's earning potential in the next few quarters. AMD is not going to make enough money to cover their expenses associated with the K6 gang. We have seen this trend in the past few quarters:

Socket-7 is fading away;
K6s have not proved yield solved;
Depreciation expenses due to ever higher R&D is sky-rocketing;
K6 family members are forced to price lower due to Intel's low-end product;
K6 production is forced to ramp up because of Intel's stop-production of Socket-7 CPUs;
Advertisement on super Socket-7 has to be significant due to this introduction of new product.

In fact, the stock price of AMD today is fueled by the expectation of a take-over, or the break-up of AMD. Obviously, the analysts are expecting a price way over the book-value. What do you think a corporate raider would pay for? This expectation certainly made you very rich in a mere month or so.

You claimed you have held Intel for several years until recently. You made an excellent call after the fact. What prompted you to invest in Intel right after the CPU bug? And what made you to think Intel was so ridiculously overvalued when you dumped it?

Time Traveler is not Stockman.
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