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

To: Paul Engel who wrote (92266)	2/9/2000 8:46:00 PM
From: SteveC	Read Replies (1) \| Respond to of 1575027

"And I'm still laughing at ALL THE FACTUAL ERRORS as well as the predictions. Don't forget - when AMD introduced the K6, Tom made the exact same predictions. Guess what happened after AMD introduced the K6?" Yes, AMD has a track history of failing to keep up with Intel. Thus, you discount recent evidence to the contrary and believe that based on AMD's history of poor execution it will fall flat on its face in 2000. Life is full of patterns Paul. The key is to be able to determine whether a new set of facts falls within a previously observed pattern or represents a new pattern. When it comes to the stock market, recognizing that an old pattern is not repeating can be particularly rewarding, such as perceiving a company undergoing a turnaround prior to the market analysts (for example, what Apple has been able to achieve over the past 18 months), or appropriately selling a stock in a company that is universally respected but is actually facing declining revenue growth (anyone that bought Dell a year ago at its all time high wishes they hadn't). Intel's problems with the PIII and AMD's apparent ease in ramping and producing the Athlon have me betting on AMD. By the end of this year, I see AMD being viewed as this year's Apple and Intel playing the role of Dell.