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

To: Paul Engel who wrote (41299)	5/27/2001 4:50:42 AM
From: aburner	Read Replies (1) \| Respond to of 275872

Paul, been reading your last twenty or so posts and have to confess that I was pretty close to putting you on ignore because I'm really growing tired of your endless repetitions of "AMD executing itself flawlessly" and the like. I can't help wondering why anybody who - IIRC - has a long position in AMD keeps "attacking" the opinions of board members (other than niceguy who definitely needs someone to keep his feet to the ground ;) ) the way you do. If you think that AMD is in that bad a position vs. Intel as you want us to believe (or is it just that I'm taking your posts too seriously?) then why do you still hold AMD stock (please correct me if I'm wrong about that)? What are your expectations for both AMD the company and its stock price for ... lets say the next two years? Do you invest in AMD based on fundamentals or just according to what charts tell you? Thanks for a serious answer in advance, ABurner

To: Paul Engel who wrote (41299)	5/28/2001 1:28:37 AM
From: Joe NYC	Read Replies (3) \| Respond to of 275872

Paul, Please give me the part number of Compaq's 8 CPU AthWiper server !!! Or IBM's 4 CPU AThWiper server. Or Dell's 4CPU AthWiper server. Or Unisys's 32-way AthWiper server. It looks like the areas where Intel has no competition from AMD has dwindled down to these boutique systems. Somehow, I have a feeling that we will keep hearing about them a lot in the near future from you. Before you start, it would be instructive to determine what percentage of revenue Intel derives from this niche, vs. the percentage of revenue that Intel derives from desktops, laptops, and 2-way workstations / servers? Joe