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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: that_crazy_doug who wrote (16888)10/31/2000 10:23:02 AM
From: rsi_boyRead Replies (1) | Respond to of 275872
 
Tom is clearly not one of them, he posted a few times a couple years ago how Intel was going down in flames and everyone should sell Intel stock and buy AMD (right before the k6-3 came out and AMD went into the celler).

If you had bought AMD shares at that point (mid to low 20s presplit) , like I did, you would still be sitting on a fat profit. Buying AMD at less than 13 dollars twenty months ago seems like pretty damn good advice to me.

t.



To: that_crazy_doug who wrote (16888)10/31/2000 11:53:57 AM
From: jcholewaRead Replies (1) | Respond to of 275872
 
> I didn't say I'd run out and use the Intel benchmark suite either. I just said you should look for the hardware guys
> that are really objective. Tom is clearly not one of them, he posted a few times a couple years ago how Intel was
> going down in flames and everyone should sell Intel stock and buy AMD (right before the k6-3 came out and AMD
> went into the celler).

I think your timing may be off by about a year. I recall that Tom told people to sell their Intel stock and buy AMD shortly after the Athlon started selling.

On the other hand, Tom has been merciless in his bashing of AMD whenever AMD has had products which he views as inferior. Aside from the poor performance of the prerelease PII, in which he applauded the K6, Tom beat up AMD at nearly every turn of the K6 days and was hugely criticized as an Intel-biased AMD basher.

The fact is that Tom is not biased in either direction. He just happens to have massive convictions about who is the best at a given time. If AMD is slightly better, he will scream and rant and shout about how Intel processors are crap. If Intel is slightly better, he will scream and rant and shout about how AMD processors are crap.

That he happens to be cheering for the Athlon/Duron at the moment is not evidence that he is AMD biased. It's evidence that he's performance biased, and that right now (in his mind, based on his personal but public tests) AMD is performing better (and he'll chew off your head if you disagree).

> As for your whining about SPEC, no one was complaining when Athlon showed huge SPEC advantage over katmai.
> Everyone thought it was a great benchmark then.

And most people have the same opinion that they did at that time. :)

-JC