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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: hmaly who wrote (5343)8/17/2000 2:43:53 PM
From: crazyoldmanRead Replies (2) of 275872
 
Hello Hmaly,

Re; To that I would like to add that some people here have expressed dismay at Jerry dissing Intel. While parts of it I didn't like, I think the parts affecting the feds may help the stock price, because he left the impression he was talking to them; and any thing which will ease fears of another price war should help.

Yes, there were parts I didn't like also, for example I would rather have heard that Mustang would be out in 3rd quarter, also I would like to have heard more news on 760/760MP. Overall, by the end of his talk, I was left with the attitude of "What in the hell is this stock doing priced in the $60s?". I particularly enjoyed the confidence Jerry expressed with volume production at high MHz (1.1, 1.2, 1.4...) and also it seems that Dresden is a success (Intel's nightmare has begun-how they going to stop us now?).

I am sorry to have seen your negative encounter with Charles and Kash (others?) recently on this board. Have they all gone "short"? Anyway, I enjoyed your comments and thought you defended your points well. I also agree with your points, it's just too bad we have so many good posters willing to "get in the mud" rather than "let it slide once in a while". I particularly agree with "life experience and wisdom" you shared, your thoughts and wisdom came hard earned and should have been respected for that alone but such was not the case.

Got to run for now.

Kindest regards,
CrazyMan
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