Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: chomolungma who wrote (121652)	8/7/2000 4:26:44 PM
From: Joe NYC	Respond to of 1574683

Cho, I'm new to SI and was just wondering if most of you here are long or short AMD? Most of the people on this thread are long AMD, except Yousef. I'm short because I believe now that the industry is moving out of its "shortage" period and that AMD will suffer at the hands of Intel. AMD, IMO, is at a tremendous disadvantage and this time of profitability, which they recently have enjoyed, will be short lived. Regarding shortage, there has always been and there always will be a shortage of the top performing parts, and glut of low performing parts. The question for next few quarters is who will be able to manufacture the high performing parts (to which there is no clear answer). Joe PS: please feel free to post more supporting info on your short recommendation, since we need more (reasonable) contrary opinion on this thread.