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Joey Smith

01/07/05 5:03 PM

#50305 RE: KeithDust2000 #50304

Keith, all the $$s are going into e-consumer stocks like Apple and Google!! Good short opportunities as I dont think their business models will last as competition increases..Tempted to buy some AAPL puts before they report.
Joey
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chipdesigner

01/07/05 5:37 PM

#50311 RE: KeithDust2000 #50304

The year in retrospect:

http://finance.yahoo.com/q/bc?t=1y&s=AMD&l=on&z=m&q=l&c=intc

Gosh, I wonder if the tax-selling effect might be stronger for the stock that appreciated last year?

Hmmmm.
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bobs10

01/07/05 8:49 PM

#50322 RE: KeithDust2000 #50304

I'm not going to argue that AMD had a good week in comparison to INTC, but again it's like looking at a snapshot. Take a look at the 5-year chart it's more like the movie I was alluding to.

I know you're still invested in AMD and you certainly wouldn't be if you could find something else that you thought was going to do better. Further, I seem to remember you being located in Germany which means you have a double whammy to overcome in the sinking $. I assume what comes across, as negativism is really healthy skepticism. A lot of the criticism you point at AMD is very justified, but a snapshot can't tell the story a movie can.