Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (95617)	1/11/2000 3:44:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 186894

Mani - <I think he gets it.> You are doing the same thing to me. My mentioning of Tad has to do with his rather dubious model for the server business going forward, and what that means for Intel. I don't have near the problem with Tad's calls on AMD, as much I strongly disagree his long term outlook for Intel. I believe Intel's long term fundamentals are very strong. Tad does not. PB

To: Mani1 who wrote (95617)	1/11/2000 4:17:00 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

RE: "He was the only one with a strong buy on AMD few months ago (and before 100% appreciation)." Hi Mani, I think LaFountain should get a lot of credit for taking a stand, and for not following the crowd. A good principle which other Analysts could do. (Of course, I would have preferred if he had been pro-Intel). Nonetheless, the principle of maintaining one's own position, and not caving into the herd, is admirable, particularly if herd mentality seems to rule, not necessarily individual creativity. Having said that, on 1 to 3 occasions, when there was something ambiguous about Intel, he seemed to lean towards negative interpretations, but when there was something ambiguous about AMD, he seemed to lean towards the positive on occasion. So, to me, he seemed to display an inclination to assume more worse out of Intel, than AMD. This also gave me the impression he may not be aware of his own potential leanings, since I don't believe they (underlying assumptions) were always expressed at times? But, yes, I like how he displayed the ability to take a position and not just do the herd-mentality-thing. However, I continue to disagree with (what I think might be) his premise that Athlon can be successful against Intel, when all things are said and done. Regards, Amy J

To: Mani1 who wrote (95617)	1/11/2000 10:00:00 AM
From: Tony Viola	Respond to of 186894

Mani, 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. Whatever money he steered into AMD during the months when it went from $28 down to $15 could have gone into relative no-brainers like Cisco and EMC and produced doubles. That's lost opportunity. Also, how many of his followers held on for today's better prices; how many bailed. Tony