Replies to post #47397 on Advanced Micro Devices Inc (AMD)

[HailMary]

last few LaFountain postings on SI:

http://www.siliconinvestor.com/readmsg.aspx?msgid=18664904

http://www.siliconinvestor.com/readmsg.aspx?msgid=13808525

http://www.siliconinvestor.com/readmsg.aspx?msgid=13471910

He is probably not allowed to post again now that he is an analyst again.

Interesting he is also the one who just put the 'sell' rating on INTC with target of $15.50. He never did think Intel had a viable monopoly that could be sustained.

[The Duke of URL]

tad was at Needham in 2000, when Intel was investing 27 Billion in plant and equipment and could not meet demand for 2000 criticized them for not investing enough in the future:

Quote:

"I am perplexed how a leading supplier with a dominant market share sitting on $20 billion...and marketable investments could fail to invest enough to provide adequate supply to meet what has to be viewed as very modest demand growth," LaFountain wrote.

http://news.com.com/2100-1001-239422.html?legacy=cnet

[BUGGI1000]

@HailMary
No Problem. I give my best to provide here as much info's
as possible.

OT - ATYT
I got a bunch of reports today. Anyone interested?

BUGGI