SI
SI
discoversearch

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


To: Time Traveler who wrote (29135)2/27/1998 3:41:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 1573433
 
John,
RE"5. Now, with AMD losing a big customer and this customer becoming a
competitor, I do not see how AMD is going to be profitable!"

What big customer do you see AMD losing? CPQ? Because of IBM making K6's?

Jim



To: Time Traveler who wrote (29135)2/27/1998 4:02:00 PM
From: uu  Read Replies (2) | Respond to of 1573433
 
John:

> The future is in Slot I, Slot II, and Merced!

So are you implying that everyone (including my or your grandma) are going to be buying servers instead of PCs?!

This thread is truly amazing. It kind of reminds me of the IFMX thread right after the stock crashed and went all the way down to $4/shr (back in December). Everyone, and I mean practically everyone, all of a sudden became expert in database architecture and design and were saying how IFMX would go out of business, etc.! And these were the P* off people who had bought the stock in the $20's and sold at $4-$5/shr! Well just a month later IFMX doubled and is currently at around $8/shr!

And this is true with practically every thread on SI with a bunch of p* off investors, and AMD is no different. You have your regular P* off investors like the so called StockMan who probably bought the stock in the $40's and then sold at $18's and now are upset and come up with insance ridiculous views of the company. And my experience has shown this is the best time to buy such a stock because no one wants it and therefore no irrational exuberance is surrounding the stock! AMD is a solid company that soon will be the darling of the Wall Street (and that is when you want to sell the shares you buy now)!

Just my humble opinion, as always.

Regards,

Addi Jamshidi