Advanced Micro Devices Inc (AMD)

[bobs10]

Our investment times roughly parallel though I had taken a few forays into AMD a couple of times prior to 1998 when I started shifting more of my investment out of INTC and into AMD.

It wouldn't surprise me if in a couple of years AMD is doing close to 90% of its business outside the U.S.. The definitions of developing and developed nations are going to be changing radically. Unless productivity increases faster in the U.S. than it has lately the U.S. is going to have to make some unwelcomed life style adjustments as the rest of the world demands more of this planet's limited resources.

Companies that make trains and subways and green energy sources are going to look better as time goes on.

Well, I'm not completely in AMD, but it does represent the highest % of my equity portfolio I've ever had in one stock. Of course that's the reason I'm here all the time, I don't want to get broad sided by anything. Glad to hear your doing so well, I'm not doing too badly either.