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Re: chipguy post# 54131

Wednesday, 12/05/2007 8:04:45 PM

Wednesday, December 05, 2007 8:04:45 PM

Post# of 151823
What in AMD that is fundamentally broken at $9
improves at $6?


.. The present business model is doomed.

So the assumption is that the present "wishful thinking" management is terminated by an acquirer,who will develop a new business plan.Thence my musings about a merger with NVDIA.

Yes it is speculation, and not investment.But the speculation gets less risky at lower and lower valuations. I am just trying to think thru the risk, and be ready to strike if the opportunity arises.
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