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

To: Mani1 who wrote (111875)	5/22/2000 2:55:00 PM
From: milo_morai	Read Replies (1) \| Respond to of 1570748

I consider my self Lucky I got some at 78 3/4. Your not the only one who's living and dying by this stock. Milo

To: Mani1 who wrote (111875)	5/22/2000 2:56:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1570748

Mani, From the Electronic News - Intel Struggles with Focus, RDRAM Unrest Setbacks cast a shadow on future of MPU giant By Jayant Mathew electronicnews.com Excerpts from the article: ... "I don't think they are defocussing," said Linley Gwennap, principal analyst at The Linley Group. "I would say that Intel has the myth of being invulnerable. The competition is causing Intel to misstep." ... After losing the speed war to AMD, Intel was desperate to roll out high-speed products to the market, but it paid a price for not running adequate field trials. "It was clear that Intel announced the 1GHz before it was ready," said Gwennap. "If it had followed its roadmap, they wouldn't be having those problems." ... Intel's greatest challenge will be to thwart competition in these new businesses at the same time it is fighting off AMD and upstart chipmakers such as Transmeta, which is working on Crusoe, a very-low-power chip targeted at the Celeron market. Goutama

To: Mani1 who wrote (111875)	5/22/2000 2:57:00 PM
From: eplace	Read Replies (2) \| Respond to of 1570748

Mani...re:I now have waaaaaaay too much AMD. I am going to live and die by this stock. A prudent investor should not margin and should diversify :( I am not being prudent at all. Mani Mani, I don't think you are in the minority on the thread. I will also live or die by AMD. Fully invested and everything is in AMD. Sometimes I think diversification is overrated, but you didn't here that from me. I started with margin in AMD but I've done away with all my margin debt. Good luck to us all! Ed P.