Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: A. A. LaFountain III who wrote (113644)	6/1/2000 8:44:00 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 1573993

Tad, I try to get as bizarre as possible after closing hours and on weekends, what else coud I be?. I assume you are referring to the book "the Cathedral and the Bazaar, which I have not read, but whose title suggests a variegated market place versus a monopolistic(religious temple approach). There were several references findable, here is one tuxedo.org. This suggests an Intel versus the AMD open bazaar approach as they try to maintain a closed monopoly and are forced into ever tighter circles, until finally they enter their own nether orifice, a safe haven from which to face the world. I see you have not posted very often, but what you have posted has been good cogent commentary. Now the network world....another bazaar with a few people wearing pointy hats. I am sure you will pop up here from time to time. If in Manhattan, make sure your company rents on a high floor, and keep a boat on the balcony...just in case. Bill

To: A. A. LaFountain III who wrote (113644)	6/1/2000 9:17:00 AM
From: xun	Respond to of 1573993

Tad, good luck! AMD will be married to network one way or another going forward, because "network is computer". I am in telecom/network business and very interested in the network stocks you cover. Best wish! panic

To: A. A. LaFountain III who wrote (113644)	6/1/2000 9:41:00 AM
From: Berk	Respond to of 1573993

Tad, best of luck in your new area. I expect your analyses will be as thought provoking there as they were in this one.

To: A. A. LaFountain III who wrote (113644)	6/1/2000 10:00:00 AM
From: niceguy767	Respond to of 1573993

A.A LaFountain III Thanks for your most informative (not to mention, on the money) contributions over the past year... All the best in your new arena!

To: A. A. LaFountain III who wrote (113644)	6/1/2000 10:25:00 AM
From: Charles R	Respond to of 1573993

Tad, <Outta here> Thanks for all the posts over the last year so. Enjoyed it. <Speaking of change, this morning I begin the process of passing over coverage of most of my semiconductor stocks to my colleague Dan Scovel as I shift my focus to networking. I have enjoyed the public and private exchanges with many of you and have been amazed at the collective intelligence of the participants - it's very clear that the bazaar beats the cathedral (for those of you not familiar with that reference, it's worth the effort to track it down). It will be interesting to see how a "conservative" approach meshes with a sector like networking. In any event, I'm not ready to walk away from that "buy low, sell high" thing quite yet - it seems to have a certain innate appeal.> Good luck to you on the networking stuff. I would be looking out for your research to see what other than 3Com may fit the "value" metric in your book. That sector needs a good analyst to bring some realism into valuations. May the force be with you ;-) <Best of luck to all > And to you too. Chuck

To: A. A. LaFountain III who wrote (113644)	6/1/2000 2:46:00 PM
From: tejek	Respond to of 1573993

I can live with that. After all, change is inevitable. Speaking of change, this morning I begin the process of passing over coverage of most of my semiconductor stocks to my colleague Dan Scovel as I shift my focus to networking Tad, Okay. So what's the next AMD of the networkers...FFIV or maybe TLGD? In case you don't respond, I have really enjoyed everything you have had to say. I especially liked your call on the ugly twin, chipzilla.......avoid.....very original...a LaFountain classic? ted

To: A. A. LaFountain III who wrote (113644)	6/1/2000 4:12:00 PM
From: ptanner	Respond to of 1573993

Tad, Good luck with your new sector. And it looks like Dan Scovel has adjusted Needham's target price for AMD? Wasn't Tad a little more conservative (ie. below $60 last time)? (Saw this reference over on AMDZone) PT cnetinvestor.com Advanced Micro Devices Reiterated 'Buy' at Needham & Co. 6/1/00 8:15:00 AM Source: Bloomberg News Princeton, New Jersey, June 1 (Bloomberg Data) -- Advanced Micro Devices (AMD US) was reiterated ''buy'' by analyst Daniel K Scovel at Needham & Co. The target price is $115 per share.

To: A. A. LaFountain III who wrote (113644)	6/1/2000 6:00:00 PM
From: Joe NYC	Respond to of 1573993

Tad, Maybe you can suggest Dan Scovel to stop by here, and check on the latest news / rumors. Joe

To: A. A. LaFountain III who wrote (113644)	6/2/2000 4:39:00 AM
From: Amy J	Respond to of 1573993

RE: "Thread: Outta here" Tad, Sorry to see this. Enjoyed the debates. Re: I can live with that" Especially since your original bullish call on AMD was good - you made this call back when AMD was low, when no other analyst would touch the stock, prior to the heights AMD is currently enjoying. RE: "as I shift my focus to networking" Maybe you'll be siding with Intel. Re: "amazed at the collective intelligence of the participants - it's very clear that the bazaar beats the cathedral" The Internet brings about community and collaborative sharing, which may exceed any isolated cathedral. I was glad your firm initially took the approach to allow postings, although, am sorry to see they backed off their original position which is counter to the Internet's collaborative trend. I would imagine competitiveness will mean incorporating some level of the Internet's collaborativeness, as oppose to isolation. "Eric Raymond's classic paper "The Cathedral and the Bazaar" ...not by a team of highly trained professionals, but by a loose association of hobbyists organized through the Internet" fool.com RE: "It will be interesting to see how a "conservative" approach meshes with a sector like networking" Please remember that Cisco is the Goliath in the networking business, not your other favorite gorilla. Something to keep in mind. RE: "In any event, I'm not ready to walk away from that "buy low, sell high" thing quite yet - it seems to have a certain innate appeal." Best of luck to you in the networking business. Amy J