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

To: Cory Gault who wrote (73477)	9/29/1999 5:20:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1573130

Re: "What is the current % of institutional ownership in AMD?" Most owners of AMD are in institutions... EP

To: Cory Gault who wrote (73477)	9/30/1999 12:05:00 AM
From: tejek	Respond to of 1573130

RE <<<Interesting that you don't provide these types of posts when AMD drops 5% like yesterday.>>> Interesting that you don't complain when engel's yells out on the AMD thread all the merits of intc and its stock on ITS up days. At least my bias shows on the AMD thread. Why the double standard? << Show me another quality tech stock that is at all time highs today. INTC is moving very similar to MSFT, CSCO and the other market leaders.>> I have shown several. Intc isn't moving the same way. Compare it's chart with csco's or sunw's for the past year....there is no comparison. It barely has kept up with the NASDAQ. I think the intc longs have hyped the stock for so long that they have lost touch. So far this year intc's revenues have increased about 14% YOY; Dell's, Sunw's, and Csco's better than 35%. Why do you think the stock did not move for 6 months? I have no delusions about AMD (besides its only a portion of my portfolio); I can't say the same about the intc longs re intc. When presented with these numbers, most act as if I am making them up...btw you can check out all these numbers at Zack's. <<<Of course AMD remains in it's 20 year trading range. If AMD is this company that has minimal downside and huge upside we should have seen heavy accumulation by growth fund managers by now. Where are they?>>> No, we should not have seen such accumulation. Institutions are very conservative and AMD has fooled them too many times in the past. They won't go in until they are very sure AMD is moving forward. Its the retail buyers who will push the stock up slowly because it has a large float from its institutional days. Once its turnaround is accepted, it will move fairly quickly....much like the recent NSM advancement. <<What is the current % of institutional ownership in AMD?>> Haven't bothered to check. For all the institutional investment in intc, what good have they been in the recent slide. Frankly I don't care whether you and everyone else on the intc thread buy a million shares of intc....I just do not want to be criticized for my decision to buy AMD stock on the AMD thread. I have no problem with competitiveness except when it is taken to an unbelievable and inappropriate pitch. ted