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

To: SisterMaryElephant who wrote (61067)	10/30/2001 12:08:05 AM
From: Ali Chen	Read Replies (1) \| Respond to of 275872

Steve, "Intentional or not, this qualifies, IMHO. From Tony's post to Albert,.." You must have reading difficulties too. Did Albert skip the whole article? No. Was the article false? No. Was the article explicit in break-down of the spending number? No. Can a reader propose his own interpretation of the vague facts presented in an article? Do you know the exact spending numbers to refute Albert's interpretation? Did you try to visit web sites of companies thrown in by Paul? Do you really think that the little banner at CompUSA cost much? By high similarity with paid banner advertising, I would rather conclude that somebody else is paying for the banner place. Or take the Best Buy. Don't you think that the Win-XP space is not much bigger that the ad for a recent DVD title? Try www.hp.com . Can you find the XP advertising? I couldn't. Couldn't find any XP ads on IBM site either. Compaq only info is that they "agressively price" the new XP lineup of PCs... At DELL, it is hard to find any XP stuff on first several layers of their page hierarchy... I guess only Sony can qualify with their deeply hidden advertising of Free XP upgrade... In any case, knowing habit of Intel to huge compensatory programs, it is pretty natural to assume that the lion's part of those $800M will be spent by Intel alone, especially when Intel was mentioned first in the report. So, interpretation of those $800M is still open. BTW, didn't that exchange of interpretations happen on Intel thread, not AMD moderated? Everyone value P.Engel on Intel forum, where you may continue to enjoy his infinite wisdom any time. - Ali