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: Jim McMannis who wrote (41846)	11/19/1998 11:26:00 AM
From: Brian Hutcheson	Read Replies (2) \| Respond to of 1577019

Re AMD on a sustained climb Those analysts that are waiting for the earnings before recommending the stock are going to be too late IMHO . Having spent the last few years focusing on companies in AMD's position i.e. those transitioning from a deficit earnings to a very positive earnings position , one thing is clear, the stock appreciation happens well in advance of those earnings . To give a possible scenario :- It is not out of the realms of possibility that AMD could make north of 50c this quarter , what kind of stock price could generate ? Judging from some of the high fliers anywhere from $50 up to $80 . When would this start to happen on the day before the earnings announcement ? No , it would be happening well in advance. just my thoughts . Brian

To: Jim McMannis who wrote (41846)	11/19/1998 11:33:00 AM
From: Bill Jackson	Read Replies (2) \| Respond to of 1577019

Jim, IBM discovered that the market was bigger than it was, and so will Intel. The code rules and anyone can make a commodity code runner. It takes creativity and a founrdy to even try to get on the rising part of the curve. Those without fabs will make less money and be later in the cycle, but will find it easier to enter, so profits are makeable. I suspect Intel cannot really play hardball as they are watching microsoft and what happened to them, so they are leaving avenues that they would have closed earlier(such as production tied buying so a maker could only use AMD chips by buying Intel chips and selling/not using them......do not laugh...MSFT did/does it) Bill