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


To: Mani1 who wrote (201828)6/13/2006 5:19:23 AM
From: DRBESRead Replies (1) | Respond to of 275872
 
i disagree, it may well triple, but it ain't been easy



To: Mani1 who wrote (201828)6/13/2006 10:29:53 AM
From: jjayxxxxRead Replies (1) | Respond to of 275872
 
Mani, re: I think it is time to buy some AMD. You are probably looking at an easy triple over the next 2 years.

Does this mean you're back in? I can't remember, were you out? Over the years/months I've tried to keep an eye on your position but have forgotten where you are right now. I know you called one of the local peaks almost to the penny (mid-20's I think) and have watched your calls closely ever since.

Full disclosure: I'm as 'out' as I've ever been -- my portfolio is ~20% in AMD and ~70% in cash, compared to >90% AMD over a year ago.

Regards,

JJ



To: Mani1 who wrote (201828)6/15/2006 8:25:21 AM
From: Shadow1Respond to of 275872
 
Mani re 2 year triple

Does your investment hypothesis include any gain from the lawsuit? At $25/share I think the market has written off a settlement/judgement, but I haven't changed my original assessment that the case is strong and the financial impact could be large.

Your two year time frame should cover material developments one way or the other, right? Thanks for any thoughts.

Shadow