Replies to post #50636 on Advanced Micro Devices Inc (AMD)

[I_banker]

fnf,

I agree that this stock has a lot more near term downside risk than upside potential -- especially if Intel says something the market does not like. I too am looking to buy back in, but I will wait until after the AMD conference call to assess what my entry price might be.

IB

[bobs10]

I'm glad you made money. Yes, AMD was a little late in its' warning. If I had sold every time AMD got ridiculously expensive and bought every time it got ridiculously cheap I would own the company.

I don't know how familiar you are with my views, but I think AMD will do very well in 05, not withstanding flash. Flash is obviously the problem. If the flash loss is due to competitive pricing alone then either INTC is able to sell flash for less than AMD or something else is going. Right now I'm in the something else is going on group, but I'm hoping for a glimmer of information out of the CC.

Mani sold all his shares at just below $25. I sold some the next day but bought them back way too soon.