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

To: Paul Engel who wrote (97567)	3/9/2000 1:28:00 AM
From: ajbrenner	Respond to of 1572033

Re:"Intel's GROWTH has been much better than AMD's" I think the key words here paul are "has been". A lot of people on this thread have been trying to tell you that. ajb

To: Paul Engel who wrote (97567)	3/9/2000 1:49:00 AM
From: tejek	Respond to of 1572033

You take AMD's one or two recently good quarters and project them off to infinity and ignore - at your own peril - their historical penchant for taking a deep-sea dive. Paul, I was talking YOY revenue growth as were you. For the past 3 years AMD's revenue growth was: '96-97: 21% '97-98: 8% '98-99: 12% Note that the percentage increase for revenue growth YOY was accelerating during '99 to 23% in Q4....a very bullish indication for future quarters. ted

To: Paul Engel who wrote (97567)	3/9/2000 2:01:00 AM
From: Joe NYC	Respond to of 1572033

Paul, You take AMD's one or two recently good quarters and project them off to infinity and ignore - at your own peril - their historical penchant for taking a deep-sea dive. Shouldn't you be selling now? Or do you think it is different this time? Joe

To: Paul Engel who wrote (97567)	3/9/2000 8:14:00 AM
From: hmaly	Respond to of 1572033

Paul Re...<<<You take AMD's one or two recently good quarters and project them off to infinity and ignore - at your own peril - their historical penchant for taking a deep-sea dive. Paul >>>>>>>>>> And you Paul seem to dwell entirely in the past and ignore the current situation. What person here on the board can't sell their position in AMD anytime. The simple fact is AMD has higher sales growth rates and EPS growth rates for 2 quarters now and likely will continue to do so for 3 more quarters at minimum and at that time I will sell if I deem AMD has as poor growth figures as Intel has now. Does this mean Intel is dead or can't regain it's momentum with Willy? Absolutely not. But in the meantime I intend to invest in the company with higher prospects for earning me money based on current statistics, not 10 yr.,not five yr. not even 6 month old statistics. When Willy gets here,I will reappraise my position.