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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (40834)	4/25/2000 9:28:00 PM
From: Don Green	Respond to of 93625

Scumbria Gaining a foothold and headed to orbit are to totally different things. Intel could put them out of business in 1 fiscal year. Sanders has been a joke for years. I imagine his assistants have made most of the latest lucky calls. Hey, I am long Rambus but agree their Ram is way too expensive for what it delivers. But I still expect it to win in the end. BTW I think Apple is a much better investment than is AMD, and Apple has a REAL Leader in charge not a shadow CEO , and I haven't owned an Apple since the IIC. regards Don

To: Scumbria who wrote (40834)	4/26/2000 8:17:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Scumbria, AMD engineering has been batting 1,000 for a couple of years now. Bad decisions by Intel's management has helped them get a foothold. When running a business, engineering is just one of many parts of the company that has to run well, as AMD has demonstrated in the past. I met someone the other day who shorts stocks who finally gave me some insight into the mentality of a shorter. He said that for a company to do well, everything has to go right. For a company to fail, however, only a few things have to go wrong. It won't matter if AMD has good engineering if they can't get manufacturing volumes up, if they implement bad HR policies and people turn over quickly, etc. Also, you've hit the nail on the head with respect to the chart you showed of AMD vs. Intel performance. Over the last 3-6 months, AMD stock has performed better than Intel's because Intel has stumbled. I would disagree that it's bad decisions as much as bad execution and planning. If Intel hadn't provided the foothold, I don't think the chart you posted would have showed the result it did. Try not to confuse AMD's good performance with anything to do with AMD. It has more to do with temporary bad performance by Intel. Remember that "only the paranoid survive" and Intel will not let AMD take away their bread and butter processor business. Dave