Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Road Walker who wrote (47608)	7/13/2001 10:33:42 PM
From: ptanner	Respond to of 275872

John, Re: "You don't even recognize that someone is trying to be a neutral observer, attempting to figure a solution to the problem." I have followed your posts and if this has been your intention then you have my appreciation. Construction commentary is appreciated and I have already been considered a "heretic" droid and hopefully would be more fairly considered an investor/trader/computer enthusiast who shares a productive dialog with peers here at SI. I hope you also have a pleasant weekend (and I look forward to some possible rain for the greenery outside). Sincerely, -PT

To: Road Walker who wrote (47608)	7/14/2001 1:26:28 AM
From: kash johal	Read Replies (1) \| Respond to of 275872

John, I tend to agree with you. Lots of people here in love with AMD the stock. Hope you keep posting. Have a good weekend. regards, Kash

To: Road Walker who wrote (47608)	7/14/2001 12:09:07 PM
From: that_crazy_doug	Read Replies (2) \| Respond to of 275872

<< You are so over the wall in love with AMD, you can't see the problem. You don't even recognize that someone is trying to be a neutral observer, attempting to figure a solution to the problem. >> What in my previous post or in any of my communications with you leads you to this conclusion? I haven't said anything positive about AMD's prospects in our discussion. I think we just disagree with what the problem is. You think the problem is AMD can't command high enough ASP's because of their marketing. I think they can't command high ASP's because the overall supply of CPU's greatly outstrips demand, and the cheaper cpus are almost indistinguishable from the more expensive ones in performance on everyday applications. It seems that I think the cpu industry is in trouble overall, whereas you think just AMD is in trouble. Maybe after Intel's earnings we'll find out which is theory is correct. << I don't think you even recognize there is a problem. >> I've sold all my AMD stock, so if that doesn't speak loudly enough to whether I feel there's a problem, I don't know what would.