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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Y-fall who wrote (27958)	1/17/1998 12:53:00 AM
From: Elmer	Respond to of 1572326

<Hello Everyone: I am new to this thread and just invested in a company that from what I heard will have some great news coming out next week. What do you think and where do you think this stock is headed?> Paul, I think you made a serious mistake and this stock is headed for the toliet. EP

To: Y-fall who wrote (27958)	1/17/1998 1:39:00 AM
From: Kashish King	Respond to of 1572326

I am new to this thread and just invested in a company that from what I heard will have some great news coming out next week. What do you think and where do you think this stock is headed? It has to do with Intel & IBM. Welcome to money heaven, where cash goes to die. Hopefully you are aware of the gamble AMD has taken by punting on current manufacturing problems and simultaneously throwing a Hail Mary to number 25: the much faster, cooler and potentially more feature rich quarter-micron technology. Intel has already completed that pass and AMD knows is faces certain annihilation if they can't deliver that technology in volume themselves.

To: Y-fall who wrote (27958)	1/17/1998 1:58:00 AM
From: StockMan	Respond to of 1572326

Paul, Re -- It has to do with Intel & IBM.... Yup, they are setting up a fund (IMF style) to bail out AMD. Stockman P.S the above is a joke.

To: Y-fall who wrote (27958)	1/17/1998 6:40:00 AM
From: TGPTNDR	Read Replies (2) \| Respond to of 1572326

Paul: Thank you for your question, it gave me reason to think about a subject on which I use more emotion than thought. This company(AMD) has made $4.00/share in the past and could make double that in the near future. I don't think its going to happen. I have followed this stock closely for two years, and on & off for 6. Their products are superb, their manufacturing is ok. They havn't been able to transition a CPU properly from design to manufacturing since '92 or '93. The founder & CEO, Jerry Sanders, seems to have bet the ranch on the manufacturing of the 'K6' CPU, a GREAT product, but one he has been able to deliver at only sub-par rates(50%+ of die on wafer are defective). If manufacturing can produce, the sky is literally the limit. INTC has 10X the shares outstanding@3X the price. INTC has not made a GREAT new chip since the PENTIUM, IMHO. I personally doubt that they will in the near future. My approach to this company has been to swing for the fences. I bought some shares @ $18.00, followed them to $10.00, & bought more as they rose through $28.00. I ordered a computer with the CPU, and when the company couldn't deliver I sold the stock at prices up to $45.00, and bought LEAPS with ~10% of the profits. The leaps cost lots of the profit. My recent buy of stock in the sector is IDTI. I wish AMD well & will continue to bet on it as a 'swing for the fence' stock. I will be back in @ $15 as that is under core value, IMHO. TGPTNDR