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

To: Paul Engel who wrote (87552)	1/17/2000 7:40:00 AM
From: niceguy767	Read Replies (2) \| Respond to of 1578546

Hi Paul: Don't let's forget: 1.PWeeIII 733 repeated and incredibly expensive (in terms of both dollars and tarnished image)recalls over the past 3 months. 2. PWeeIII 800 announcement without availability...a significant and negative departure from pre-Athlon marketing tactics. Once again, Paul, do you really believe that on Dec.31, 2000, the percentage gain in Outel's shares (currently $103)from today's price will be greater than the percentage gain in AMD's shares (currently $40)? I don't! And the reason I don't is attributed to the superior architecture of the "spry Athy" in relation to the seeming worn and fatigued architecture of the PWeeIII. The PweeIII's attempts, albeit valiant, at keeping pace with the Athlon have fallen far short since the beginning of 99Q4 and nothing has occurred since then (i.e unfulfilled promises of a flood of some-time-in-the-future PWeeIII 733 & 800) to suggest that Outel has an adequate response to the Athlon! As you have indicated, Outel may be doing very well outside the microprocessor marketplace (not really an interest of mine), but clearly, in a relative sense, their dominant positon in the midroprocessor market is currently under siege by the "spry Athy". If trends of the past 6 months continue throughout Y2000 (nothing to indicate otherwise to me) Outel may need all of its successes outside the microprocessor to shore up its crumbling castle within the microprocessor marketplace! Come on Paul, nobody's saying Outel hasn't got deep pockets and many successes outside the microprocessor segment in its investment portfolio...but what some of us are saying is that, within the microprocessor marketplace, the dominant position that Outel held a short 6 months ago, no longer exists as the gap has been virtually closed with the introduction and marketing successes achieved by the Athlon over the past 6 months! Hang in with your Outel, Paul...They will probably continue to provide a decent return in Y2000...but, imho, that decent return in 2000 will not match that provided by AMD shares... Once again, Paul...Do you really believe that Outel shareholders will achieve a greater return than AMD shareholders in Y2000? And, once again, Paul, do be honest!