Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: The Vinman who wrote (30197)	3/25/1998 12:38:00 AM
From: Brian Hutcheson	Read Replies (2) \| Respond to of 1571031

Vinman , yes I admit AMD has made some very optimistic statements in the past . That however changed in the Q3 and Q4 '97 conference calls , they went the other way I feel giving almost no confidence to investors . I admire your choice of timing though Vinman . One of the main reasons I did not wait until AMD came out with some real data on good yields was the chart of AMD . It is a cyclical stock , climbing in the first few months of the year and peaking in the march-july time frame with the odd exception . The only time it didn't do something similar was 95/96 , the reasons were K5 was proving to be too slow a speed ramp and K6 was still on the drawing board plus the semiconductor stocks in general were still correcting from 1995 . The chart on AMD this year is about 4 weeks late in its rise but that matches the rest of the techs . The only way (IMHO) AMD will not repeat is if Semis get a real pasting by the market , Brian