Tuesday, November 18, 2003 9:16:55 PM
Basher - no. Pessimist - yes. I think just the other day wbmw was writing puts on the stock, so that speaks of how he really feels (somewhat bullish), regardless of lots of pessimistic posts that point to the contrary.
Nothing personal, but I think both of you have been off base on AMD and Intel predictions. I'm more in line with your thoughts about AMD stock doing very well though.
My prediction is Intel will have a small comeback once they get 90nm rolling next year, but AMD will have gained enough momentum to have good success with Opteron and A64. It is too early to declare a blind victory for either side here. I'll bail on my AMD investment at anytime if it looks like Intel has regained the upper hand. Don't get too wrapped up in the war and forget to take some profits.
HailMary
HailMary
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