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

To: THE WATSONYOUTH who wrote (261908)	10/14/2009 1:48:19 PM
From: jackthetab	Respond to of 275872

This is why I have to distinguish between AMD the company and AMD the investment. As I had gotten older, I am 36, I moved from being a unapologetic cheerleader to an investor. In a 10-12 year span I have obtained the benefit of being really close to the company fundamentals and stock performance. They don't often correlate, but what always seems to persist is the stock goes up higher than Intel and lower than Intel. Resulting from its size, AMD can not operate smoothly and predictably. One day they are king of the mountain, the next day the goat. They don't have multiple fabs, multiple design teams, and multiple redundancies, like Intel does. Intel can whether storms just from its sheer weight and momentum that AMD can't, but somehow AMD lives on. Intel is an oil tanker and AMD is a tug boat. I have just learned to profit from the waves and the waves relative to each vessel's size illustrates both the potential and the risk. One is more money, but one day a wave may take out the mighty tug boat. However, oil tankers leak and sometimes sink. Not saying this point of view is for everybody, but it works for me. The cheerleader in me really hopes AMD will do well and even move up in the world, but the investor in me knows hope doesn't make money. Thanks for digging and making my point Watson.