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: Scumbria who wrote (41689)	11/17/1998 5:33:00 PM
From: Jim McMannis	Respond to of 1578189

Jim, "I sold my AMD holdings today. The most important investment rule for AMD is "get out while the getting is good." If it shows signs of moving upward again, I might buy back in." --- Congratulations on your profit. I sincerely hope you stick around and continue to retrain Paul. Jim

To: Scumbria who wrote (41689)	11/17/1998 6:04:00 PM
From: Gopher Broke	Respond to of 1578189

In my mind AMD is still a valid long term holding (although I am currently out and will wait out the next market dip before taking a long position). The key for AMD was to overcome the "Intel inside" FUD factor which IMO has only just happened as far as the general public is concerned. Sure we have had AMD in sub-$1000 for a while, but the latest crop of K6-2, while not exceeding Intel's fastest, illustrate that AMD can compete with the best. And people are also realizing that it might be better to buy a Voodoo3 (blatant TDFX plug - I am long) with the $100 that the extra 50 megahertz would cost them. (BTW I do believe Intel do have enough in reserve to boost their clocks whenever they want to - my Celeron 266 is running happily at 450). So, the question is not really how soon AMD produce a 450, or even what is the yield of 400s, it is simply what volume of chips AMD can produce to meet the current demand. It looks like they are all selling pretty well, including the 300s. This looks to me like a big selling season for both Intel and AMD. (I just put together a couple of K6-2 300 systems (a real sweet processor for about $75) and I had a two week wait for those chips. Lower margins, obviously, but if AMD can sell all grades of chip throughout the quarter then it should be a blowout. I will make sure I have some AMD calls before the next quarterly report. Longer term, the K6-3 and K7 factor in, obviously, but for the next three months lets see some real solid K6-2 sales. Of course this is just speculation...