SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: 5dave22 who wrote (106712)4/18/2000 10:23:00 PM
From: that_crazy_doug  Respond to of 1574681
 
<< You (we) always think that one more quarter of this AMD/INTC saga will show people what is going on. But it just never F***ing happens! >>

Well chart the two stocks since October, and I think it's clear that it's happening. It will take more time than any investor would like. Our current ratios are probably some of the strongest in the entire stock market. I have no doubts we'll be the best performing stock on the s&p at the end of the year.



To: 5dave22 who wrote (106712)4/18/2000 11:35:00 PM
From: Joe NYC  Read Replies (1) | Respond to of 1574681
 
dave,

"You have to look at the revenues and the gross margin side of the equation. I'm very happy to see gross margins as strong as they were."

Didn't Intel warn that the margins would decline? I thought Edelstone used to be ok in the past, in fact doing some of his own research, but lately he $uck$.

Joe



To: 5dave22 who wrote (106712)4/19/2000 1:28:00 AM
From: tejek  Respond to of 1574681
 
You (we) always think that one more quarter of this AMD/INTC saga will show people what is going on. But it just never F***ing happens!

Dave,

They don't want to know....Intel is a lynchpin and they can't afford it to be anything but right. Why do you think an analyst raised it to a strong buy today before the report.....it didn't matter what the report said, Intel is a strong buy for this quarter no matter what.

ted