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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Paul Engel who wrote (61838)6/15/1999 4:35:00 AM
From: kapkan4u  Read Replies (2) | Respond to of 1572561
 
<Paul - re: Lots more than MEASLY.>

Me too. To me designing a fast x86 CPU is a huge deal. And it looks like they have done it. Hell, even if they screw-up the manufacturing they can go to a foundry or get acquired which will bring between the book value of $12 a share and $40. So my risk is at most 40% on the downside. But if they execute, then we are looking at a potential upside of 10x or more within the next 5 years.

Kap.




To: Paul Engel who wrote (61838)6/15/1999 11:27:00 AM
From: Charles R  Read Replies (3) | Respond to of 1572561
 
Paul,

"Kal Kan - Re: "2-3k shares."
Sorry, Kal Kan.

Lots more than MEASLY."

You highlight the negatives of the Mosemann's report and pooh-pooh his recommendation to consider AMD as a hedge to INTC and consider AMD a terrible no-good company, with more and more "terrible" news to come. But you refuse to get rid of your "lots more than measly" holdings? Is this a sign that you mislead people as you accuse other people do?

Do you have a better explanation Paul?

Otherwise you might as well stop the charade and start posting something more meaningful on the thread that you seem capable of doing.

Chuck