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Politics : Formerly About Advanced Micro Devices
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To: A. A. LaFountain III who wrote (113644)6/2/2000 4:39:00 AM
From: Amy J   of 1575737
 
RE: "Thread: Outta here"

Tad,

Sorry to see this. Enjoyed the debates.

Re: I can live with that"

Especially since your original bullish call on AMD was good - you made this call back when AMD was low, when no other analyst would touch the stock, prior to the heights AMD is currently enjoying.

RE: "as I shift my focus to networking"

Maybe you'll be siding with Intel.

Re: "amazed at the collective intelligence of the participants - it's very clear that the bazaar beats the cathedral"

The Internet brings about community and collaborative sharing, which may exceed any isolated cathedral. I was glad your firm initially took the approach to allow postings, although, am sorry to see they backed off their original position which is counter to the Internet's collaborative trend. I would imagine competitiveness will mean incorporating some level of the Internet's collaborativeness, as oppose to isolation.

"Eric Raymond's classic paper "The Cathedral and the Bazaar" ...not by a team of highly trained professionals, but by a loose association of hobbyists organized through the Internet"

fool.com

RE: "It will be interesting to see how a "conservative" approach meshes with a sector like networking"

Please remember that Cisco is the Goliath in the networking business, not your other favorite gorilla. Something to keep in mind.

RE: "In any event, I'm not ready to walk away from that "buy low, sell high" thing quite yet - it seems to have a certain innate appeal."

Best of luck to you in the networking business.

Amy J
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