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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST

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To: wanna_bmw who wrote (60701)10/28/2001 8:50:15 PM
From: Eric K.Read Replies (2) of 275872
 
Re: instead of trying to understand your investments, you've decided to participate in a cheerleading match... You may not like Paul, but he's been around the block a few times, and he knows a hell of a lot more than you.

I don't agree with your assertion. niceguy and Paul are each engaging in a very similar pattern of behavior with their preferred stocks. The fundamental problem with both the Intel zealots (like Paul) and AMD zealots (like niceguy) is one of approach: niceguy and Paul treat corporations like wives. They think they've married some wonderful object of divinity that has to be constantly glorified and defended against anyone who criticizes it. If someone points out Intel's profitability is down 95% in the last year, Paul wants to talk about AMD's losing money for four of the last five years. If someone points out AMD's screw-ups in not capturing a single corporate design win in two years of failed efforts, niceguy wants to talk about the 100% of the market share still to be captured.

In short, neither of them is a particularly good investor, though Paul, at least, had the good fortune of choosing to work for the more successful company.

-Eric
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