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

To: Alighieri who wrote (127079)	10/31/2000 1:14:25 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 1570355

Al, the Rambus thread can be great fun, if you don't take it seriously. You got to be able to laugh off threats of legal action for saying anything bad about the scambus operation, though. The longs seem to have drunk massive quantities of kool-aid over there. The odd thing about today's Intel roadmap drama is that it's not exactly news. I don't recall there ever being any Intel Rambus chipsets on the map after the 850, except maybe some Foster thing, and Craig Barrett's comments must be a week old now. It's true enough that we droids must appear cultish at times to outsiders too, but overall, I'd say the AMD crowd maintains a fairly cheery disposition in the face of adversity, especially relative to the bus people. Of course, it helps that the fundamentals look pretty good going forward, regardless of where the stock sits. Cheers, Dan.

To: Alighieri who wrote (127079)	10/31/2000 1:29:58 PM
From: tejek	Read Replies (1) \| Respond to of 1570355

until this morning I had never lurked on the RMBS thread. I am glad I did. Reading the posts of the RMBS diehards there really teaches me a lesson that I believe will serve me well. I have always known that it is possible to become enamored with a particular stock to the point of crusading for it, and losing objectivity ...I have occasionally feared just that wrt AMD, so lurking there drives the point home and possibly hardens me from falling further prey to this peril. Al, I know...their obsession has blinded them to the potential pitfalls that go with the RMBS stock. If nothing else, its horrendous volatility is a warning. ted