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

To: TechieGuy-alt who wrote (197349)5/17/2006 4:35:17 PM
From: BUGGI-WORead Replies (1) | Respond to of 275872
 
@TG - Trades
"
BTW, I have lightened my holdings by 50% due to competitive issues
"

I will not decide, whether this was/is a good action, but
I'm wondering WHY NOW? When I would! sell now 50% of my
holdings, I would expect DEEP discounts coming in the next
weeks. I have to ask, is this your estimate and when yes
WHY?

BUGGI



To: TechieGuy-alt who wrote (197349)5/17/2006 4:58:44 PM
From: dougSF30Respond to of 275872
 
But given where they are- there is still a lot of share to be gained.

Not if they're stuck with a 20%+ performance deficit for long periods of time. At least in terms of *revenue* share.


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