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

To: tejek who wrote (80618)	11/21/1999 5:33:00 PM
From: Bilow	Respond to of 1572644

Hi tejek; Re my return on AMD... I bought AMD at 20 3/16 just before the GTW drop in early September, if I remember correctly. I have also daytraded it, with very good success, but I only posted those trades on one day, and even then, kept holding the long shares until Friday. I originally got into AMD because of the reports from the overclockers about the Athlon, and RMBS being an obvious disaster that would damage Intel. Here's my post from about the time I went long AMD, from this thread: Wednesday, Sep 8 1999 Simply put, the AMD part has a lot better timing margins, and I bet that they are going to be able to ramp up production a lot better than people are currently betting against. Also, in the same post, I predicted the RMBS fiasco. Note that I posted this several weeks before Intel pulled Camino: It is these sorts of margins that Rambus is going to have big problems with. There just isn't any margin for any deviation from perfection in that design, and that is a recipe for failure in production. Smooth production just isn't going to happen. Trust me. #reply-11183926 I haven't worked out the numbers, but I made about 35% in a little over 2 months. I am not a long term investor. I am a trader. I should note that 35% in 2 months is a very good return for a trader. A lot of my genius engineering buddies are long AMD, and looking for a continuation of the run up. I, on the other hand, have other places to put my money. If AMD gets too cheap again, I will buy back into it. That could happen at either a price higher than it currently is, or lower, depending on what news comes out. Right now, I think that I am going to have a twinge of regret for not holding my AMD shares over the weekend, as good news seems to be coming out, but traders prefer to be as flat as possible over weekends. Incidentally, it was amusing going back and reading the FUD posts from the Intel morons. -- Carl