To: tejek who wrote (74549 ) 10/7/1999 9:22:00 PM From: survivin Read Replies (2) | Respond to of 1572637
kramer tejek, This guy who claims to be an investing guru really ought to think before squeaking up. He claims amd is "unimportant" and further dismays that a quality, important company like yahoo which delivered a nice positive surprise is not receiving ink for their accomplishments. Sure, yahoo is a wonderful story and their earnings were a pleasant surprise. However, their success is not nearly as important as Amd's. All of these amazing net stocks and the holders of them, should praise amd every chance they get, for without them the nets incredible rise in the last three years is a non event. Remember, no K6, K6-2, or K6 III means no $70 cpus, from which follows no sub $1000, $800, or $600 offerings. To expand it further this also means NO exploding net useage and by implication, no phenomenal stock price explosion of the magnitude we have seen. "Journalist's" like Kramer and everyone who has purchased a system in the last two years (amd based or not) should be praising amd's struggle against the gorilla, not attacking them as "unimportant". Amd may have lost hundreds of millions trying to capture a piece of the cpu pie, but they've saved consumers Billions and have also created billions more by expanding the base market. Monopoly rents with their constraining effects (i.e. lower volumes, higher prices, et al.) have no place in a free market economy and for this reason alone AMD deserves to be lauded, not knocked. Yes, I and many others have not seen much direct return from their Amd holdings in the last couple years, but the rest of my portfolio has exploded and this company has played a huge role in that. So Kramer, Kanellos, Kumar, Peck, the entire staff at Ziff Davis, Sharkey and numerous others you all can bite me. Nuff Said.