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

To: f.simons who wrote (43589)	6/9/2001 8:28:48 PM
From: niceguy767	Respond to of 275872

f.simons: "I would think that a person with your percentage of making bad predictions would be a little more cautious about continuing to make them and about deriding those of us who cautiously believe what our companies tell us until proven wrong." In the past my predictions can be categorized into two groups: fundamental company performance predictions for AMD and INTC and share price predictions for the respective companies(i.e general market predictions)...I would agree that my price predictions have been wrong on several/many occasions but other times have been fairly accurate (hopefully my current prediction, based upon my interpretation of converging positive technical and fundamental indicators, of an imminent price runup for AMD will prove accurate)...I would argue that I have had a high hit rate as to fundamental company performances, though, as AMD eps predictions have been almost spot on as have comparative AMD/INTC price trends and I do expect my projrection of AMD taking a kingsize bite out of the mobile space over the foreseeable future will bear out...AMD's performance has lived up to my expectations over the past 2 years as has INTC!!!

To: f.simons who wrote (43589)	6/10/2001 1:50:09 PM
From: milo_morai	Respond to of 275872

Frank Simons quoted on WSJ. (He didn't quote me LOL, but I did talk to him) "Name: Frank Simons Screen Name: f.simons Message Board: Silicon Investor Hometown: Playa del Carmen, Mexico Other information: The 57-year-old retired lawyer was worried he might not be able to connect to the Webcast from Mexico. "The conference call went better than I thought. The highlights for me were the reiteration of the revenue range and the possible take-back of some market share from AMD. I am worried about the apparent conflict between what Intel is saying about sales volume and what the OEMs are saying about sales. Interesting day coming up." " public.wsj.com P.S. John Fowler from SI quoted as well. M.