To: niceguy767 who wrote (115019 ) 6/8/2000 6:29:00 PM From: crazyoldman Read Replies (2) | Respond to of 1571973
Hello Niceguy, Re: My bullishness is based upon what I perceive as exceedingly strong fundamentals relative to virtually any other company in AMD's industry, or for that matter, in the overall marketplace! Nothing in any discourse that I have reviewed has caused my AMD bullishness to dampen in any way...AMD's risk/reward ratio at $87 is far more favourable, imho, than any other company that I have been able to unearth! Just too many good things happenning at AMD to keep it tethered to $87 much longer! Triple digits, here we come! Count me in there too...I agree totally! We have on our hands a company that has excellent fundamentals and has for the last year shown us excellent execution with excellent products. If Wall Street, for whatever reason, chooses to ignore these facts for the moment that's not AMD's fault nor is it our fault. We as stockholders are getting a small glimpse of the kind of frustration Jerry Sanders and AMD has put up with for years. In the longer run, Wall Street cannot and will not ignore the earnings AMD has and will accomplish (assuming the crash of '29 doesn't occur again). If you doubt Wall Street's ability to "get the picture" correctly, look at how our competitor is valued in spite of the "red flares" of warning shooting off around its every move. There's no shortage of money on Wall Street for winners, sometimes it takes a while for folks to "get the picture" and there's no better way to help them than powerful earnings! Sometimes I think Wall Street is brain dead but I know that I must remember that this board is 6 months or more ahead in their understanding of "the picture" than the rest of the world. IMHO, Dresden is the key to AMD's future and from all appearances Dresden is everything we hoped for. This alone is cause for celebration! We've had a great week, but haven't been recognized for it. That recognition is due and will come! Kindest regards, CrazyMan