Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (2813)	11/9/1996 11:27:00 AM
From: Mark Brophy	of 1582915

Thanks for the education. Your tireless attempts to assess the strengths and shortcomings of AMD is greatly appreciated. After you announced that you bought AMD at 12 a few months ago, I substantially increased my investment in the company. Some of the groupies on this thread have expressed an intent to sell the stock, but you've voiced no concurrence. When do you plan to sell? It looks to me like AMD is worth 3x book value, which would make it a $40 stock. The momentum investors might easily take it to 60 or more. Now that the outlines of the K6 have been published, what's your assessment?

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