Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: A. A. LaFountain III who wrote (60539)	6/5/1999 9:49:00 AM
From: Berk	Read Replies (3) of 1572099

Tad, I enjoy your posts and appreciate your comments but aren't you describing pretty much the normal "cycle" of core portfolio holdings versus "non-core" ones? The investment community will never sell (until its too late?) Intel because of its dominance in its market. AMD will outperform Intel only if you are willing to trade it and trade it correctly since the buy must be followed by a sell as well as possibly a short sell. Few would be willing to bet that "this time it's different" not when the stock has such violent swings. Disclosure: I have owned AMD in the past since I believe in the validity of the story but haven't made much from it although you have got me interested again!

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