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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?

To: TimF who wrote (166)10/6/2000 4:40:14 PM
From: ahhahaRespond to of 24758
 
Competition. Saturation. Line width limits being reached threatens the profitability implicit in Moore's Law. Rising marginal costs including various employee compensation challenges now developing.

The good news is they will probably beat the return on bonds.



To: TimF who wrote (166)10/6/2000 7:25:07 PM
From: gpowellRespond to of 24758
 
I agree with ahhaha.

I have nothing specifically against AMD. Perhaps AMD has a marginally better product, but what does it matter? For the vast majority of applications, there is no functional difference. Coke or Pepsi?

I’d rather focus my investment strategy on emerging optical technologies.


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