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Strategies & Market Trends : Position Trading Forum

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To: Earthdog who wrote (764)	8/31/1998 10:12:00 PM
From: gaj	Read Replies (1) of 7247

i know you're asking tim, BUT... i got into AMD because i knew that their chip was good - actually, better than intel, all the computer mags loved it - i had used them, and the product seemed superb. and, when i saw how the demand was there, and they just hadn't been able to meet it, i thought this was golden. that was a year+ ago? i took a bath on it. and the price now is well below what i paid for it. since then, intel's closed the gap, and many of the buyers are frustrated by the inability to meet the demand. thus, they've returned to intel. i would NOT get into them until the sector starts back up again, but i suspect that amd's got too many perception obstacles to overcome to be a good stock investment. - bob

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