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jackson....
you rang?
although i may be lately inconspicuous, trust that i have not strayed too far from home. in fact, i looked in on all of you just yesterday...
at first blush, i was surprised to find a buying opportunity. however, the combined effect of the now far reaching take no prisoners, but we'll pretend to rally tech drek topping off the already in place semi-monde blues, brought to you by folks like little tommy kurlak, and the asian evasion
WELL
it should have come as no surprise.
one point that crossed my mind today: i read the allusion earlier on the thread to idti getting into other areas....well, umm yes. wasn't that original game plan... (& i recall our lament as to the low% of network/communications sales.) anyway, the question to be begged here is what happened to the dog & pony show? i noticed the sound bite in the news about cooperatition ahhahaha....pretty cute that AMD guy, huh.
but seriously, there is no better time for us to be trotting out their wares... after all, what is the likelihood an antitrust suit may fall upon intel ( maybe even tomorrow...)?
and what would be a hotter iron to strike? just random ravings, i hope you aren't sorry now that the incantation worked....
enough of my meanderings.... what is going on here??? i would love a quick take on the state of mind ( & ramp).
and by the way, thanks for the invitation; i missed you guys.
regards,
randy
ps
what's the TA story these days; i must have a look.
ps
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