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: Elmer who wrote (55639)	9/17/2001 3:10:41 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"Have you done any buying or selling today Jimbo? I wrote some INTC Oct $30 CCs and bought some QQQ. How about you? Still holding your AMD? INTC? Anything?" Not buying yet...the DOW has a lot more room to go lower... Might nibble on a few techs but I reiterate my thesis of the whole economy having to recycle...and we are far from that in many markets. OTOH, where are all these blowhards like some Mutual funds, brokerages, Trump and Buffet who said they were going to buy today? Where's all the stock buy backs? Looks like they haven't put their money where their mouth is yet. More duping of the public. I have lots of stocks...the oils, biotech and gold stuff is holding up the best... My cash reserves as a % or the total are increasing. Not because I'm selling anything but because the value of the stocks is dropping. <G> Jim

To: Elmer who wrote (55639)	9/17/2001 3:41:53 PM
From: tcmay	Read Replies (2) \| Respond to of 275872

This will be the "Crush" that likely drives AMD out of business. Message #55639 from Elmer at Sep 17, 2001 3:03 PM " "Atta-boy Tim, get your digs in...and you wonder why there is so much hate for Intel..." "There you go, judging the whole based on the actions of the few. " I was replying honestly to a question someone asked about whether AMD might profit in some way from the military build-up. It was my duty to point out that AMD has spent the past 10 years moving away from its formerly pretty-strong position in embedded systems and mil-spec (29K, bipolars they got from acquired companies) so that Jerry could chase his dream of unseating Intel. Well, if you're goingt to try to kill the king, you'd better not fail. AMD has failed, overall, to knock off Intel. Meanwhile, Intel is stronger than ever in enterprise computing...the fault-tolerant systems likely to be the basis of future infrastructure expansion. They lack good Xeon-class MP, they lack a solid 64-bit solution ("Wait for the Hammer!"), and they lack the extensive contacts with the aerospace and defense industry that Intel has maintained over the years. AMD shareholders should ask why Jerry was allowed to bet the entire company on a plan to take on Intel and defeat it in its own backyard. --Tim May