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

To: steve harris who wrote (92089)	2/8/2000 3:56:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1575191

You don't think Intel will demo a Willy at less the 1.1 Ghz? Did AMD spoil their little snicker party? Hummm... Jim

To: steve harris who wrote (92089)	2/8/2000 4:16:00 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 1575191

Lynch mob forming on the Dell thread..."get Mikey"... Mikey needs to "get Athlon"... Message 12806036 To: +kemble s. matter (153163 ) From: +TRCM Tuesday, Feb 8 2000 8:28AM ET Reply # of 153325 Kemble...RE <<<expect you to look for anything positive anyhow>>> I think you are missing my point here...I have always been of the opinion that DELL is an excellent company, with sound fundamentals...I also don't dispute the fact that there are many participants on this thread who have been financially rewarded by DELL in the past...But that still doesn't change the current condition of DELL the stock, and the price action of DELL over the past 12 months...Tell me Kemble, at what point do you feel that investors are justified in taking a skeptical approach towards DELL management?...How poorly does the stock have to perform before concerns and frustrations are deemed acceptable?...You must agree that there are significant PERCEPTION issues which are impeding the appreciation of DELL's stock price...You must also agree that given the recent euphoria of the Nasdaq, DELL has dramatically under-performed...Isn't there some level of accountability that MSD must take in terms of addressing these issues, or is shareholder confidence and loyalty a concern of the past?... ----- It would be ugly if Intels stock performed as bad as Dells... Real ugly... Jim