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

To: Paul Engel who wrote (40822)	11/4/1998 1:59:00 PM
From: Crossy	Read Replies (2) \| Respond to of 1573307

Paul, You can cite any analyst being wrong. I don't follow them so much as I follow companies. I like AMD regardless what You say, unless You give me some FACTS not believes. We can argue much about believes. One may be Agnostic, the other a pracicing Christian. But this is not preaching it's serious business. The discussion on this board is a very perpetual process. People bring their own mind-set into this flow. But don't forget to look at the "role-models". There are people here from the INTC camp of the REAL assertative sort - of course I don't mean You. There are even others here trading irrelevant attacks as I think - believe me this is just my personal opionion . Anyway, I don't want Mrs. Klauer to be right. That's HER problem whatsoever. However I can run a spreadsheet and make my own conclusions unfold. You can say AMD will never be able to ship 4.8, 5.5 or 6 million. That's a STATEMENT. I never heard anything like that from You. All You do is point to past episodes. That seems to be YOUR MODE OF OPERATION. It'S ok but I'm quite immune to this. Ask Yourself why You never try to support many of Your claims with factual arguments ? We may differ in our expectations as to whether AMD will be able to execute this time. I bet on it and feeded my calculator. It clearly tells me that $30 is the CURRENT FAIR VALUE of AMD. So that is MY OPINION. Regarding upside potential, depending on execution it can be everything north of $30, up to $250. But again. I gave the assumptions for my analysis. You seem to be lacking Yours completely. With that I mean analysis PLUS assumptions if there were any... CROSSY