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Strategies & Market Trends : Position Trading Forum -- Ignore unavailable to you. Want to Upgrade?


To: Earthdog who wrote (764)8/31/1998 10:11:00 PM
From: Tim Luke  Respond to of 7247
 
dell will be the one stock that will fair well through the asian exposure. i don't know anything about amd.



To: Earthdog who wrote (764)8/31/1998 10:12:00 PM
From: gaj  Read Replies (1) | Respond to of 7247
 
i know you're asking tim, BUT...

i got into AMD because i knew that their chip was good - actually, better than intel, all the computer mags loved it - i had used them, and the product seemed superb. and, when i saw how the demand was there, and they just hadn't been able to meet it, i thought this was golden.

that was a year+ ago? i took a bath on it. and the price now is well below what i paid for it.

since then, intel's closed the gap, and many of the buyers are frustrated by the inability to meet the demand. thus, they've returned to intel.

i would NOT get into them until the sector starts back up again, but i suspect that amd's got too many perception obstacles to overcome to be a good stock investment.
- bob



To: Earthdog who wrote (764)9/1/1998 9:10:00 AM
From: Don Pueblo  Read Replies (1) | Respond to of 7247
 
<<(other comments welcome)>>

I'd wait that one out till I see some better numbers. Consider ASND at 33. Also, the oil drillers/peripherals are interesting. Noble (NE) and Diamond (DO) look way undervalued to me.

I don't think this market down move is over by a long shot.