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


To: tejek who wrote (115187)6/9/2000 4:54:00 PM
From: TGPTNDR  Respond to of 1572631
 
Ted, <They hate to think what will happen to their other stocks if AMD is in the same portfolio. <g> >

Great line -- gotta remember it WRT some of the crappy companies I buy -- P/Equity = 1/2, no/reasonable debt, .1 price to sales, 4X or lower earnings, PEG around .2 -- dopey business/execution kinds of stocks with zero excitement factor. I love every one of 'em. A small number turn turtle, more go up than down, and some explode in price, AMD is one of the exploding ones.

AMD is getting away from my normal investing style, but there is, IMO, still *SO* much unrealized value here that I am planning to stay for a while yet -- Plus, I haven't built anything but AMD boxes since the K6 came out. I doubt I'd know how to put a Pentium XXX into a box at this point ;>)

tgptndr