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

To: Elmer who wrote (69822)	8/25/1999 2:54:00 AM
From: Craig Freeman	Respond to of 1575615

Elmer, re: "when AMD goes down 1/2 point ..." How right you are. quick look at AMD's chart tells us that there is a sure-fire money-making scheme available. Just short AMD every time it crosses $30 (in either direction) and close your position whenever it crosses $20. Historical returns would have exceeded the S&P. I stumbled onto some interesting charts outlining Intel's long-term strategy. The most amazing thing to me is that at one point it cost Intel only ~$8 to make a 386 CPU (I remember someone saying that it cost AMD a tad less than $30 each when their line matured). mdronline.com@19749929zbtyqt/tl/intel/index.html "Short of being in the Intel boardroom, this is the most informed, unbiased information you can get anywhere." Craig

To: Elmer who wrote (69822)	8/26/1999 1:05:00 AM
From: Steven Ivanyi	Read Replies (1) \| Respond to of 1575615

Ok, here goes.... <<AMD supporters have acknowledged that as an investment, AMD has been a complete disaster for at least the last 15 years. Because of the severly depressed share price, AMDites point out that AMD has much more "potential" compared to companies that have enjoyed huge runups over the years (like Intel for example). It has become a joke on this thread to refer to AMD's "potential", meaning the terrible share price performance. So keeping to the true AMDite spirit, when AMD goes down 1/2 point it is actually going up 1/2 point in "potential" and is cause for great rejoicing by AMDites <ggg>. Make sense now? I got it.. I got it. A perverse way of looking at a stock in my mind for the AMDites that is. In my opinion, AMD - unless a miracle comes along with their new chip the Athlon - is more or less doomed eventually. I'm not a doomsayer - it's just that the company has so much debt, high costs of development and then it's competing in a business where the main competitor Intel has about the firepower of the Pentagon in terms of resources and corporate strategy. I really feel that AMD should either get out of the microprosser business or find a partner with real deep pockets. As far as the Athlon goes, from what I have read seems like a good product but then like I said...... Steven