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


To: tejek who wrote (97871)3/10/2000 2:45:00 PM
From: 5dave22  Read Replies (1) | Respond to of 1582684
 
ted "Its too bad we got caught up in the game."

I can't agree more. It's too bad people are attributing the run-up to the X-Box speculation. And once we stablize (hopefully in the mid-50s) - we will have the added beni of some short coverings.

Similar story (I'm in advertising) - I own a considerable amount of OMC - Omnicom. We're huge. We double like clockwork (slowly and not very exciting). We made some investments in Agency.com, Razorfish, and Organic - all once hot IPOs. All of a sudden we were dubbed "venture capitalists". We had seen a nice steady rise to $100+, we dropped down to $95 - and when venture capitalists took a hit a couple of weeks ago we dropped back to $78. It was kind of disheartening. When CMGI and ICGE popped again recently, people just thought of us as an advertising holding company. Very bummed we got caught in the game, until I realized it was a great opp to pick some up on the open market. I now own in 401K, ESPP, IRA and now open market.

Dave



To: tejek who wrote (97871)3/10/2000 5:01:00 PM
From: Bill Jackson  Respond to of 1582684
 
ted, I am sure MSFT plays the game well and wants both to exert themselves. Additionally they desire to sources of supply and thus will make two mobos so they can use both parts as available. AMD seems to be doing very well production wise, but it does remain to be seen if they can make enough of the new on dies cache parts to sate the MSFT demand...MSFT will want an agreement to supply with teeth.

Bill