Advanced Micro Devices Inc (AMD)

[Jules2]

Posted by: chipguy
In reply to: Jules2 who wrote msg# 62739
Date:9/24/2005 10:45:08 AM
Post #of 62745

The Itanium, it turns out, proved a colossal dud.


It is curious that the Barron's article author considers Opteron
nearly doubling of share from 2004 to 2005 "astonishing" yet
calls IPF a "colossal dud" despite the fact that I2 shipments
nearly tripled from 2004 to 2005. Nice agenda there buddy.

Agenda???

The only agenda I have chipguy is investing in growth stocks. In order to realise my agenda one must invest in company's that are on the move, like AMD.
So, I will hold my 40000 shares with a DCA of $4.60 until I feel my ROI is sufficiant.

Had I felt the itanic would actually generate the 15 or whatever billions of dollars by 2004 I would most likely still be an intel investor. My problem was this. I felt that no common entity with an ounce of common sense would scrap it's whole IT infrastructure for 64 bit's right NOW with out having the ability to move their 32 bit app's over in a reasoable fashion.
There are times when one must face reality.

Jules