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Strategies & Market Trends : Position Trading Forum

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To: Tim Luke who wrote (5122)	11/4/1998 1:38:00 PM
From: gerard mangiardi	Read Replies (1) of 7247

I did something today I'm probably going to regret but I brought AMD. I know I shouldn't chase it but I just can't get the thought out of my mind that they have successfully taken such a large chunk of the market from INTC. I think that the only way INTC can get rid of them is to cannibalize margins and I'm betting that management owns too much stock to take that kind of hit. Any thoughts are welcome.

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