AMD strictly moderated (AMD)

[bobs10]

you...

It takes some awfully big balls to come over here and bad mouth AMD in an attempt to save us from our reckless investment strategy.

me...

What I would really like to know is what sort of a game plan the AMD sellers are following? Just what is it about AMD, at this point in time, that would cause a person to sell? Is it the capacity AMD now has, the processor design lead, the suit that has opened markets, the flood of new products that will arrive this year? Frankly, I'm baffled.

I read BS such as the PE is too high or it's gone up too fast and stuff like that, but where is the real analysis. More importantly what have they found that is a better investment?

Have any of the sellers considered what AMD is capable of earning if that fatted pig INTC can make $7.5B a q? Selling at this point seems like lunacy, but then what do I know?