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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: f.simons who wrote (83134)	12/15/1999 4:03:00 PM
From: Cory Gault	Read Replies (1) \| Respond to of 1570691

Frank: From someone who has been very long Intel for years and now long AMD (probably about the next 12 mos.)this is well said. The focus here is on very short term accomplishments. You will probably get some replies here about Cramer being an idiot etc. Remaining a CPU only company would be absolute disaster for either company going forward as this market becomes more commoditized over time. Intel and Cisco are two of the biggest VC outfits in and amongst themselves. CG

To: f.simons who wrote (83134)	12/15/1999 4:15:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1570691

Hey f.simons: Got to give it to you there...They are exceptional at reinventing themselves, as evidenced by their pronouncements over the past 6 months in the CPU segment...even if their new inventions remain only on paper... For your sake, I do hope their tangible products bear more fruit in communications segment than in Cpu segment...Otherwise you might regret your seeming blind allegiance!

To: f.simons who wrote (83134)	12/15/1999 4:30:00 PM
From: tejek	Read Replies (1) \| Respond to of 1570691

RE <<<You AMD people just don't get it. Just as Intel people sometimes fail to acknowledge the real achievement the Athlon represents, AMD people don't realize that there is a lot more to Intel than 800mhz chips, real or otherwise. We Intellites have watched for years while our company makes strategic investments in internet technology and diversifies their product line even as they continued to lead the world in CPU technology>>> Frank, this is not true....I , for one, am very aware of intc's attempts to diversify since I benefited from two of those of those attempts, Level One and DSP. I owned both of those stocks and made a very nice profit due to intc's buy outs. Clearly intc is trying to reinvent itself much like CSCO did. But for whatever reason, it hasn't taken at intc....at least not yet. Whereas CSCO is showing YOY rev growth of 50%, intc's is less than 9%. Furthermore there have been media comments that intc has overpaid for companies who's technology had become dated. But even if intc was blowing out CSCO's rev growth, I don't think that would be acknowledged on this thread because of all the criticism of AMD over the years from intc longs. What's ironic is that in the short time I have posted on this thread (since last May), intc is committing the same sins currently for which the intc longs used to rake AMD over the coals on a daily basis last Spring. So don't expect any slack. As for Cramer, when I first started trading, I read him faithfully every day...the truth is that he is wrong as much as he is right. But don't tell him that, his ego couldn't take it. ted Let me add something since I saw one of your later posts. A company's history is very important when determining whether to invest or not in that company. At the same time, it is possible for companies to change. Wall Street is littered with companies that were once great and now are not, to wit look at Xerox. And there are companies that were in the doldrums and have come back...a good example is AAPL. I think both scenarios are possible. Having said that when does an investor start to become concerned about his/her investment. Intc has been misfiring for more than a couple of months...its been almost year. When do random misfirings become a trend, when does a good company start to go bad. I think those are hard things to ascertain. However I think the AMD longs are well aware of how AMD can screw up, the experience of the screwups are too fresh in everyone's mind but I question whether intc longs have even considered the notion that intc is in trouble and this may not be a passing issue. Great companies can go down hill.