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

To: Berk who wrote (60639)	6/5/1999 10:35:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572099

RE:"The investment community will never sell (until its too late?) Intel because of its dominance in its market. AMD will outperform Intel only if you are willing to trade it and trade it correctly since the buy must be followed by a sell as well as possibly a short sell."... Words of wisdom if I've ever heard any. Jim

To: Berk who wrote (60639)	6/5/1999 10:49:00 AM
From: Paul Engel	Respond to of 1572099

Dick - Re: "Few would be willing to bet that "this time it's different" not when the stock has such violent swings. Disclosure: I have owned AMD in the past since I believe in the validity of the story but haven't made much from it although you have got me interested again! " Ah...but this time, it IS DIFFERENT. Maybe. Maybe not ! Paul

To: Berk who wrote (60639)	6/6/1999 12:11:00 PM
From: A. A. LaFountain III	Read Replies (1) \| Respond to of 1572099

Dick: re <the normal "cycle" of core portfolio holdings versus "non-core "> You're right. Of course, the question arises whether a holding should be taken as "core" when it is identified as one (by the time it reaches that exalted position, it's probably well through that life stage). The great one-decision stocks of the 1970s were thusly anointed (Polaroid, Avon, Xerox, et al) close to the time that they became toxic investments. Thus the great irony of rule-based investing - it works right up until the time it doesn't. Fortunate for all of us, since we would otherwise be replaced by programs. - Tad LaFountain