InvestorsHub Logo
icon url

blauboad

09/13/03 8:44 PM

#13171 RE: Elmer Phud #13169

Things are looking better on the business side? That's news to me.

I'll reply as if this were a real question, and as if the recent rise weren't a sufficient answer. The whole year AMD has been around the 6-7 level with occassional devations. You have to remember that when Jerry bought last year, it was not at all certain to the general public that SOI actually worked, that AMD64 would be competitive (remember the 800mhz samples?) or manufacturable (and I *know* you remember that speculation). When I wrote this post http://investorshub.com/boards/read_msg.asp?message_id=1309848
that summed up my rationale for investing in AMD, the stock was still trading at pretty much the same level that it had when it looked like AMD couldn't manufacture an SOI paperweight, but by then (last month) it was clear that everything was on track and benchmarks were looking good. One of my rare good, timely calls ;)

Can you honestly tell me that AMDs situation doesn't look a whole lot better than it did a year ago, both in its technology and its financial situations going forward?

But our answers mean little. The big money has spoken already.