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

To: Road Walker who wrote (100920)	3/30/2000 10:41:00 AM
From: chic_hearne	Read Replies (2) \| Respond to of 1573994

John Re: When everything is perceived to be positive, it usually gets priced into the stock John, The key word here is usually. Pull up a 15 year chart of AMD. It looks ugly doesn't it? Don't forget there's 15 years of failure priced into AMD also. This could make for an explosive situation when wall street realizes AMD is for real and forgets about the past 15 years. chic

To: Road Walker who wrote (100920)	3/30/2000 12:30:00 PM
From: tejek	Read Replies (1) \| Respond to of 1573994

I have been thinking about buying some AMD, or at least a short term trade. I appreciate your input. BTW, AMD's institutional ownership is 55%+ per: marketguide.com The one thing that always makes me nervous is myopic over-confidence (niceguy). When everything is perceived to be positive, it usually gets priced into the stock, and I guarantee that everything isn't positive. The market NEVER makes it that easy. John, Intially I found niceguy's enthusiasm a bit excessive and narrow but over time you realize, unlike with many other stock cheerleaders, niceguy knows his facts well and his optimism is predicated on rational,factual, and well thought out conclusions. I would not let his overconfidence (as you put it) deter you. As for the institutional number, I did not realize it was that high...i.e. Intel is only 1 % higher. However if you look at the number of institutions involved with each stock....there are 3000 owning Intel and only 433 in AMD. When you get more of the institutions buying into AMD even in small lots and as AMD's institutional involvement approaches 3000, I still believe you will see upward pressure on the stock. Final word...John, you have been following this thread for so long and unlike many of the Intel longs have tried to keep an open mind. Why not take advantage of it and invest in AMD. The people that post on this thread, contrary to the rumors, are hardly stupid and have researched the subject at hand probably in more depth than the institutions that own it. To date their conclusions and bullish stance have not been wrong and I see no reason for that to change. To whit in the past few days while other tech stocks have been pummeled, AMD has held up very well....what does that tell you? Good luck, ted