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.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: kapkan4u who wrote (34315)	3/30/2001 4:32:22 PM
From: chuckles58	Read Replies (1) \| Respond to of 275872

"Also there is this piece of journalistic garbage." "For the 20-year period ended March 26, AMD's total return amounted to 9.8 percent a year, or only 67 percent of the 14.6 percent-a-year return of the S&P 500 Index." Sounds like PE comparing AMD's 20 year performance with INTC. Since 8/99 when I first got onboard with the AMD bandwagon, AMD has executed flawlessly, well almost flawlessly. "Take a look at that 108.1 percent return since the beginning of 2001. Even with that, the closing stock price of $28.74 on March 26 was still 39 percent lower than the company's alltime high closing price of $47.50, recorded last June 21." I can't believe he is blaming the drop last year on Jerry's leadership and his options exercising. Obviously Mr. Graef Crystal doesn't know why AMD has been the #1 stock in the S&P 500 this year (and last year before the drop). What will he say when AMD meets or beats their 1Q01 with good forward guidance? Please pass the crow. CB

To: kapkan4u who wrote (34315)	3/30/2001 4:38:48 PM
From: Ali Chen	Read Replies (2) \| Respond to of 275872

This guy must be an idiot: "I found that the stock on average was 4.6 times more volatile than the Standard & Poor's 500 Index." Is not it always true that the fluctuation of a quantity is always greater than the average of 500 fluctuating quantities?

To: kapkan4u who wrote (34315)	3/30/2001 7:07:26 PM
From: eric ross	Read Replies (2) \| Respond to of 275872

Looks like this guy hated Sanders on a personal level, thus, affecting his assessment on AMD. His article is worst than WACO assault.

To: kapkan4u who wrote (34315)	3/31/2001 4:09:51 AM
From: Neil Booth	Read Replies (1) \| Respond to of 275872

Kap, I don't know why you think it's "journalistic garbage"; I think he makes a lot of good and valid points. Jerry gets far too many stock options for the company's performance. Neil.

To: kapkan4u who wrote (34315)	3/31/2001 12:34:22 PM
From: ursulaminar	Read Replies (1) \| Respond to of 275872

That article is not all bad. He said ..... "A few years back, an investment banker told me that he had a surefire way to make lots of money from AMD. ``Buy when it gets down to 20,'' my friend said. ``And then short it when it gets up to 40. You'll make a fortune between 20 and 40." Well, I bought below $20 and I'll be damned pleased with myself if AMD sees $40. I'm long on AMD (3,000 shares), but I do think that this guy makes some very good points. I hope its different this time, but I know that for every investor who trusts Jerry Sanders, there are 5 who don't. Awhile back, I mentioned to a buddy of mine who works for HP that I was buying some AMD stock. The first words out of his mouth were, I know the stock looks cheap, but I don't trust Jerry Sanders! Perhaps this perception is unfair. But, that's what happens when a CEO makes a pile of dough while the share holders end up with a pile of dookie year after year!