f.simons,>>>But it does seem that Intel's now-admitted inability to meet current demand for their high-end CuMines opens a window of opportunity for AMD's Athlon. Why can't we admit that?<<<
When you roll out complex new technology, stuff happens. On balance, Intel does a pretty good job in this category. As an investor, I don't have the time or the technical knowledge to micro manage (or micro inspect) everything that goes on.
But I am a investor and it is my money that I have to watch out for. If I think they are doing a lousy job, I will let them know about it, right or wrong (just ask John Hull).
There are people out there however, whose primary motivation may not be in watching out for their own interests, but rather have a psycological need to root against things, people, or concepts for complex psychological needs that I don't really need to find out anything more about - other than to know that what is being advocated, or which theory advanced, that is not what it appears to be on the surface.
The AMD competitive threat is an entirely separate subject - and we can go on about that perhaps at another time.
Regards,
Mary |
