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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (5784)	3/31/1998 12:18:00 PM
From: cellhigh	Read Replies (1) \| Respond to of 18691

mike go to a 5 year chart of amd you'll see what i mean.. it seems they get a chance at higher prices once a year if you catch the turn!

To: Mike McFarland who wrote (5784)	3/31/1998 1:08:00 PM
From: Funda	Respond to of 18691

AMD is hyped once a year For the last couple of years, I have seen AMD hyped on a regular basis. The price goes up to some astronomical level (last year it was 40+) and goes down again when it becomes clear that the earnings are not there. There is nothing wrong technically with the K6 - in fact I believe it is better than the Celeron, which doesn't have any local cache. The fact is that AMD has had problems delivering the chip. Today I would buy a Pentium II if I were buying a new computer. So even if AMD ramps up the yields, they are playing for the shrinking market of Pentium Motherboard upgrades, just the same as the K5 vs. 486 scenario a couple of years back. There are an incredible amount of postings in the AMD threads (a lot of it hype). I think AMD is overvalued, but wait for it to peak on the hype. Funda P.S. I don't have a position in AMD