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chipdesigner

10/03/05 1:12 AM

#63179 RE: wbmw #63178

as investors' concerns are overblown. According to you and your Intel buddies, maybe.

HailMary

10/03/05 11:13 AM

#63207 RE: wbmw #63178

"while AMD might run to 30" - I don't know which way the speculators will take the stock, and I don't really care. They may take the stock to $30, or it may have already hit its peak. I'm investing in INTC because it's based on a company already well valued with plenty of prospects for the future.

Then why are you one of the top posters on this board? This is an AMD investment board.

As for me, I have posted in the past and I have quietly been holding AMD. I'm looking for an exit sometime in Q4. I do think AMD may have a little trouble late next year as Intel's 65nm products based on the "good" core come out. I don't doubt AMD will still remain somewhat competitive, but I just see a peak in the stock sometime in Q4/Q1 in the face of more competition. I think AMD has made enough inroads in the server space that it has momentum that will continue even if the competition heats up.