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Politics : Formerly About Advanced Micro Devices
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To: Joe NYC who wrote (126310)10/17/2000 2:00:53 PM
From: tejek  Read Replies (1) of 1580448
 
Joe

We (not just you and I, but most posters) are going in circles around this issue on all 3 Intel/AMD threads. Maybe you can explain what you mean once for all.

I think you know what conservative cuts means....prices just low enough so that the inventory of both companies is moved.

Why is it that I didn't hear the calls for conservative price cuts from Intel investors until year 2000? There is nothing different about this year's price cuts from any previous year.

Again you know the answer to that....Intel wasn't vulnerable then, they are now.

But what does it matter. War in any form has never benefitted anyone.....and it certainly won't benefit either of these two companies. As investors, we need to be complaining to the IR Dep'ts of both AMD and Intel, and not flaming each other.

So are you calling in some permanent shift of the semiconductor industry, or are you just asking for time until Intel's competitive situation improves?

What is the first rule of stock investing.....don't fall in love with the stock.

When did you fall in love with AMD? When it did stop being a stock and start being an ideology? I have liked the fact that AMD is a successful turnaround that has made me $$$. I like fooling around and arguing its merits vis a vis Intel, like I would with the Mariners vs the Yanks. But the truth is is that these are only ball clubs and AMD is only a company.

When it gets beyond that, we are in trouble. Now I have got to go and start selling off some of my portfolio.

ted
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