Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: A. A. LaFountain III who wrote (52817)	3/18/1999 1:16:00 PM
From: Paul Engel	Read Replies (1) of 1578704

Tad - Re: " AMD's potential ability to leverage profits as it moves up the value chain with the K-6-III and the K-7." This thread is "littered with the remains" of those that have invested in "AMD's Potential" over the past 4 or 5 years. AMD's potential has ALWAYS brought AMD's stock price down to the mid-teens (or lower) as their POTENTIAL for LOSING MONEY has been fully realized. Re: " I use a long-term earnings growth model as the basis of my recommendations." I suggest you get a better model - AMD has no long term earnings - at least not over the past 4 or 5 years. A long term earnings model for them is a piece of pure fiction - at best, speculation. You seem to ignore AMD's competition and the ability of that competition to out-perfrom, out-manufacture, out-design, out-market and out-maneuver AMD. Many, many, many posters on this thread have made the same mistake. For someone such as yourself - who advises OTHERS how to invest THEIR MONEY -I suggest you look at AMD in the full context of their competitive position. Perhaps you will see that AMD is at best a very risky bet. Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next