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


To: Mani1 who wrote (51700)3/5/1999 3:18:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 1573852
 
Mani - Re: "But at the current market caps,
current industry trends AMD IMO has a better risk/reward ratio"

I agree.

AMD now has a better RISK/REWARD ratio.

They did a year ago also when AMD was also around $18 and Intel was around $80.

They did two years ago as well when AMD was around $40 and Intel was around $55.

They did 3 years ago also when AMD was around $20 and Intel was around $40.

If you figure it all out, AMD ALWAYS HAS A better RISK/REWARD RATIO - except the reality is that AMD has only returned RISK to its shareholders - NEVER REWARD (at least not for more than a month or two).

Yeah, yeah, yeah !

"This time it's different ! "

Ha !

Many folks have said the same thing and they have come and gone !

Click on the following URL - and get an education.

Member 796426

Paul



To: Mani1 who wrote (51700)3/5/1999 10:53:00 AM
From: Trey McAtee  Respond to of 1573852
 
mani--

this time it is different...despite all the process and management problems, AMD is taking marketshare and for once has visibility outside of the clone shops.

excellent post. you summed up the investment rationale perfectly.

good luck to all,
trey