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To: carl a. mehr who wrote (91607)11/2/1999 7:25:00 PM
From: f.simons  Read Replies (1) | Respond to of 186894
 
It is good to see the Humble One back.

The answer to your question:"What is wrong with those hardcore AMD'erites anyway? Maybe they skipped math classes in favor of drinking wine on the beach and staring at the sun." can be found in a post from the AMD thread today:

>>>When have you seen me initiate a conversation about AMD vs intc where I try to compare the two? How often do I get in discussions on the intc thread with other intc posters? Intc is a competitor of AMD...I understand that part. That does not make for a good basis for comparison.....at least not in
this case.

I am sorry you are p*ssed off but I think you, like many intc longs, are projecting; you make comparisons between AMD and intc and you think we are as well. Intc longs go on and on about how intc's profits and revs and execution is better. What basically concerns AMD longs is how the company's products are competing with intc's products.

They are two different issues coming from two very different places. And its becoming clear that it is something that intc longs can't or won't see.<<<<

WE "go on" about profits and revenues!! Hard to believe they think WE are the ones who can't see clearly.



To: carl a. mehr who wrote (91607)11/3/1999 8:41:00 AM
From: JDN  Respond to of 186894
 
Dear humble one: The reason to consider "messing around" with CPQ at these low price levels is in anticipation of the NEXT 5 years chart, not the past. IF CPQ resurrects itself with a successful turnaround the current stock price will look like a very good deal indeed. I havent jumped in yet but I must admit, CPQ is looking very interesting to me. JDN