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.

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

To: Paul Engel who wrote (86811)	1/13/2000 12:21:00 AM
From: tejek	Read Replies (1) \| Respond to of 1572758

Yep - Herb sure can see through the HYPE ! Paul, just for the record I said that he had a good track record, not a perfect one. Furthermore, I agree with his comments. Back in March, AMD pretty much was those comments. And there was no hype. Everybody and their brother said the same thing about AMD during the first half of 1999. It became very cool to bash AMD. Of course you are included in everybody and their brother....you said the same things that Greenberg said over and over again right up until about a month ago. In the case of ANCR, it was a different story. The company was being hyped as the next tech wonder and its stock jumped from the $20's to the $90+ in two months last fall.....SUNW was its primary customer and ANCR was king of the world. During its glory period, Greenberg and his staff saw thru the hype and began to ask some very good questions. ANCR's answers were lame and they denied that there was any problem right up until last week when they preannounced they would not make their quarter. Having said all that, my point to Frank was that everybody wants to shoot the messenger instead of facing the facts. In my little story, Kensey wanted to believe that Intel, the mega tech company, knew better than this little guy named Greenberg. And why was that....Kensey wanted to believe that his investment was a good one and he did not want to ask the questions that might change that view. Its human nature and thats how people screw up. I think its a message we all need to remember from time to time. ted