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To: Process Boy who wrote (95614)1/11/2000 2:38:00 AM
From: Tenchusatsu  Read Replies (1) | Respond to of 186894
 
PB, <LaFountain and I had conversation on this, in which he pretty much admitted the server business going forward was not well understood.>

I thought Tad was bullish on AMD partly because AMD will soon be entering the server market with Athlon proliferations. Wouldn't this imply that Tad understands something about the potential growth in servers?

Tenchusatsu



To: Process Boy who wrote (95614)1/11/2000 3:04:00 AM
From: Mani1  Read Replies (3) | Respond to of 186894
 
PB re <<And yes, Tad should be feeling better about his buy call on AMD at 28.>>

Tad did call AMD too early. But he stuck with his call when AMD was at $15 and publicly defended it and of course was ridiculed for it by a few. He was the only one with a strong buy on AMD few months ago (and before 100% appreciation). I think he gets it.

Mani


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