Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Time Traveler who wrote (33760)	7/6/1998 3:16:00 PM
From: The Prophet	Read Replies (1) of 1572298

It means that it takes vision and confidence to determine when the majority of pundits are wrong. Here, we all know that AMD has a decent product and that it is selling very well. Although RAM is a commodity, CPU's are not - yet. Even RAM sellers are able to make money at very, very low margins. So it's reasonable to conclude that AMD will be able to make money at some undetermined point in the future. I say that that point is near. When the pundits see that, it may be difficult to jump back in because of the rule of marginal supply-demand imbalances. Good luck.

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