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: Paul Engel who wrote (38985)	10/11/1998 4:03:00 PM
From: david alexander	Read Replies (1) \| Respond to of 1588169

Paul, you certainly are right about AMD as a investment for me, On the other hand I really like the potential I see in it so I am holding fast for right now. I would like your opinion about the rest of the semi market and the semi-equipment stocks. I hold a wide diversity including SVGI, TER, BRKS, LSI, NSM, and some of your favorites (what is that company?--IN??). You have lots of history and experience in the industry--how about some thoughts on how soon this worm starts to turn. Won't AMD also benefit nicely from a general turn in semis. It has carved out some significant niches and a host of new customers. In my neck of the woods I hardly ever hear anyone say they bought Dell or Gateway anymore because of price. I have even seem some of the former Intel-only shops now starting to diversify and offer AMD and Cyrix.