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

To: Craig M. Newmark who wrote (83582)	12/19/1999 11:46:00 AM
From: Michael DaKota	Read Replies (1) \| Respond to of 1572366

Re: "Now he's just a pointless potty mouth on the internet, sort of the intellectual equivalent of a bag lady." "1. Paul is unfailingly civil to those who are civil to him." That is bullshit. If paul sees his little Intellababy attacked or in trouble, he will be a lot less than "civil" to the person who "did" that to "his baby" , without that person directly attacking paul or mentioning his name "2. Paul quickly and directly admits his mistakes if his information or his predictions are wrong." WHAT?!? haha! hahaha! You _are_ paul! Admit it pauleron, you just got yourself a new SI registration to defend yourself!. Or are you his partner? mother? son? "3. However, Paul's information and predictions have, I believe, as good a track record as any poster on SI's Intel and AMD threads." He had his share of correct intel-gossip , yes. In contrast to that he has been very wrong too, and he usually totally shuts up when intel is "going down" , or resorts to the usual "bash people on #amd thread" tour, focussing on persons instead of facts , taking away the attention to his formerly wrong statements. Few people recollect what he said because it was of such low value and so obviously biassed that it wasnt worth remembering. He makes good of use of that, but there are a number of people who bookmarked certain posts of him and posted them a month or 5 later, givving me a good laugh reading his reaction (usually trying to change topic as quickly as possible - and succeeds too mostly). "4. While clearly pro-Intel, Paul openly and emphatically criticizes Intel when he feels Intel does not perform up to its usual standard." In wich century did he do that? Show me please? I cant recollect paul ever doing that, he simply vannishes from this thread when intel "doesnt perform up to his usual standard" , and returns if there are negative gossips or bad news from AMD , knowing that the people will react to that and focuss on that, forgetting that he didnt give them ANY explanation for recent intel let-downs "5. He does not suffer fools gladly and he returns insults with relish." I guess hes pretty good at that, yes offcourse I am highly biassed myself , i.e. not unbiassed, furthermore I have a little history with paul and am sometimes more than averageley irritated by his posts, so you, and paul in particular, should take my above statements with a certain degree of saltgrainyness :) Not to mention I am cynical at times. Hugs, michael. post scriptum : sorry for the spelling mistakes, am in a little hurry & a dutchman.

To: Craig M. Newmark who wrote (83582)	12/19/1999 1:45:00 PM
From: tejek	Read Replies (1) \| Respond to of 1572366

RE <<<1. Paul is unfailingly civil to those who are civil to him.>>> Mr. Newmark, I suggest you read engel's posts again, all 2 mil. of them. Whether a person is civil to him or not,is not the key factor that determines whether he is civil or not; the key factor is whether they are long AMD or not. No matter how civil, eventually they will be trashed badly. His bias is unrelenting. Obviously you are long intc or you would not have made that comment. What I have learned in my short term on this thread is that most intc longs would not behave in engel's fashion but they derive a great deal of vicarious pleasure watching him perform. And they all profess to be blind to his course side, or at least understanding as to why that side needs to surface.

To: Craig M. Newmark who wrote (83582)	12/19/1999 11:40:00 PM
From: Bilow	Read Replies (2) \| Respond to of 1572366

Hi Craig M. Newmark; I followed your advice and took a good sized reading sample of Paul's postings, and I am still quite unimpressed. Admittedly, I have not gone back and read his posts from 3 years ago, but maybe he was a mentally younger man back then, I think his current posts are what are of interest now. The vast majority of Paul's posts are one liners, devoid of content. They are basically the kind of thing that you would hear from a slightly drunken upper management type at a cocktail party. They are always biased in favor of his (ex) employer, and they tend towards name calling. They certainly don't provide much in the way of useful information. People who listened to his posts on the unavailability of the Athlon this past summer were very likely to have missed an easy double in AMD. Since September, there have been only a few truly monumental changes to the x86 CPU world. Rambus fell apart. Intel "AMDed" the coppermine launch. AMD announced a likely profit for 4Q. These were the block buster news stories that made stocks move fast. I went back and looked at Paul's posts for September, to see if he provided any useful predictions... As one would expect of an ex Intel big wig, Paul gets rumors from dubious sources about the problems at AMD. This past September, these rumors were about copper at Dresden, and about engineers leaving the AMD program. Examples: My guess is that AMD's copper "play" will be an embarrassing double fault.#reply-11125312 I think you should brace yourself for some disappointing news about AMD's Copper program - and Dresden.#reply-11124175 This information, while of interest, is pretty much inconsequential. Development projects always have little disasters, (any engineer knows this for sure), and engineers (of my generation, anyway,) change jobs. Not useful information about AMD, and provided at a time when AMD stock turned out to have been available at a bargain basement price. Re the Coppermine introduction, here is what Paul said: By the time October 24 rolls around, you'll be able to buy 700 (+) MHz Coppermine machines at your favorite vendors.#reply-11144073 Intel announced a two month delay - and will ship the Coppermine with only a ONE MONTH delay.#reply-11298407 Re AMD's positive earnings surprise for 3Q and 4Q99, Paul said: Or, if you don't own any shares, sell UNCOVERED CALLS at a strike price of around 22 1/2 to $27 1/2 - but be prepared for a possible (but highly UNLIKELY) POSITIVE surprise. #reply-11149667 My guess is that Q4 may be a real SHOCKER - in a negative sense - for AMD investors.#reply-11261260 Re the Athlon, which is looking to be one hell of a sweet product for AMD: You're welcome - because the AMD AthLATE so far has captured ZERO - 0 - NADA - market share. #reply-11200138 Re the Rambus fiasco: Kash - Re: "How come nobody's gonna have Rambus PC's to go at the Camino launch on 9/27? Now PCs will be available within 30 days of launch" That 30 days is STILL 60 days FASTER than the ATHLATE PC delay following that brilliant JUNE Launch !#reply-11278578 At that same time, it was obvious to many engineers in the memory community that Direc Rambus was going to have reliability problems. I posted to that effect quite a bit on the RMBS thread, and well in advance of when Intel had to cancel the Camino launch. Third parties noted that my predictions were uncannily accurate: Shades of Bilow #reply-11348939 In sum, Paul's posts have provided very little useful technical information, stock price predictive information, and, in addition, have tended towards personal insult. As an example of personal insult, note that he cannot even type the names of the people he disagrees with correctly. Basically, he shows zero respect for the other posters here. Paul is a has been. -- Carl P.S. I noticed that your post didn't give any links to Paul posts showing him being civil, admitting his errors, having good predictions, or criticizing Intel. It only takes a few moments to collect up some great posts from Paul, hows about it? Lets see what gems of wisdom have fallen from his keyboard recently. In any case, his predictive abilities are zero.