Advanced Micro Devices Inc (AMD)

[bobs10]

Well, I'm not a tech(anymore), and I find it extremely difficult to get enamored with a legal concept. My interest in AMD is strictly as a vehicle for making money. Although I once met Jerry, I don't know Hector, Bob, Derk or any of the boys that run AMD, but I certainly admire what they have accomplished with the clump of coal they were handed.

I'm hardly a newbee to either INTC or AMD having invested in both for at least the last 20+ years. My investment horizon for AMD was 5 years when I started selling INTC and buying AMD back in 1999. It does look like it is going to take a little longer than I thought, but as long as AMD is making progress I'll bide my time. Your right, these thing take lots of time, but if I'm anything it's patient. The good news is that things seem to be accelerating lately, thanks in no little measure to the idiots currently running INTC.

With turn-arounds there are always cusps that are only visible in hind sight. Right now it sure feels like AMD is either on or very close to the sort of shift that will reorder the chip business for the next 5-10 years.