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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 198.15

-5.2%

3:59 PM EST

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To: Gopher Broke who wrote (105753)	11/13/2003 7:01:03 PM
From: DRBES	Read Replies (2) of 275872

re: It would be a sad day for Itanium if the people making the products were not talking it up. About twenty years ago I set about to start my own business. Someone whom I respected offered me the following piece of wisdom: When you start a business there are basically three sets of outcomes: The best one is success...OBVIOUSLY. The next best is abject failure. The more rapid the failure, the better. You can resolve the issues most clearly and then get on with the rest of your life, whatever you may chose to do. The worst case is an ongoing neither success nor failure. It will sap your strength, drain your finances, and worst of all steal years from you when you might be successful elsewhere. By analogy, that would seem to be what has happened to inteL with itaniC. Were it successful, it would be good for inteL and damaging to AMD's efforts. Were it a more abject failure, inteL would dump it and enter sooner into direct competition with AMD. Instead it remains tantalizingly close to success, never failing nor succeeding, the best of all possible worlds for our Candide, Cunegunde. Living well is the very sweetest revenge, MOONSHOT

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