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

To: f.simons who wrote (78361)	11/2/1999 6:46:00 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 1571121

Of course, one trades at nine times sales, and the other close to one. If I could buy INTC at an AMD multiple of sales, I would. Will you sell me some Intel stock at a P/E of 4? Not unfair for a cyclical at the top of its cycle, right? <g> In the real world, you can't make trades in the past. Tomorrow, do you short AMD and buy Intel? -mb

To: f.simons who wrote (78361)	11/2/1999 10:14:00 PM
From: tejek	Read Replies (2) \| Respond to of 1571121

RE <<<With all due respect, it seems to me that those who see that the purpose of owning a stock is to make money, not to brag about how good their products are, are the ones that see the big picture a lot better. Both AMD and INTC make great products. Only one of them makes money. Simple stuff.>>> I am going to assume that you did not read my second post to Tenchusatsu. Of course I buy stocks to make money and for the record AMD is the second worst performing stock in my portfolio. However its only a small portion of my portfolio since I don't require it to perform like my other stocks. I am here because I like the race (as I think Burt put it) going on between AMD and intc. Although its become cool on this thread to call every AMD long a loser who has no sense of money, I suspect the majority of the longs here are investing much like I am and probably doing very well financially. The interesting thing in all of this is that this criticism comes repeatedly from of all people, intc longs. Intc is a great company but for at least the past year the stock has been a laggard on the Nasdaq. Compared to AMD it is a rocket but compared to a lot of other stocks its a slug. And so what's your point...I thought investing in stocks was to make $ and as much as you can. So why are you tying up your investment dollars with intc when there are better performing stocks with conceivably better futures? I am sure you have your reasons and that's fine. Now having said that, $ is not the end all at least for me....like I said before I find what AMD is trying to do very compelling. Now I can understand if it doesn't do for you but why is necessary to impose your standards on me. I am certainly not imposing my standards on you(see above with intc and slug). I earned the $s so let me spend them the way I want. And that is the crux of my complaint with the intc longs. Not only may they be misguided re their investment dollars but they are arrogant enough to try and tell every AMD long how they should be spending theirs. And if we disagree, we are ridiculed. That's it....I have said the same thing about 10 times in the past 6 months to little avail. But that's fine. I hope you get it because its the last time I am saying it. ted