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

To: crazyoldman who wrote (77036)	4/13/2002 1:27:24 PM
From: Elmer	Read Replies (1) \| Respond to of 275872

You sound just like Yousef, when asked a direct question, you dodge it, you brush reality away, and it looks pretty obvious too! You mean you could make some sense out of his post? Just what is it that's obvious? That ASPs have gone down? That the semiconductor industry is in a recession? That Intel has more capacity than they can use right now? You guys are the masters of the obvious. Maybe all this is over your head too? EP

To: crazyoldman who wrote (77036)	4/13/2002 4:43:26 PM
From: niceguy767	Respond to of 275872

crazyoldman: "You sound just like Yousef, when asked a direct question, you dodge it, you brush reality away, and it looks pretty obvious too!" Ah come on crazyoldman...I said: With all those new fabs and fabulous yields at INTC, will INTC ship 30 million cpu's in q1??? after all, before these new fabs and that January/02 "inundation" of Northwoods that you promised, INTC was shipping over 30 million/quarter cpu's, weren't they??? oh ya, I forgot, INTC is using all that additional fab space they've brought on line over the past couple of years to generate all those non-cpu revenues...INTC fab space has increased by 25% in 3 years and revenues have shrunk by 25% since FY00...And Elmer is convinced that AMD has production and yield problems...hehehe...Global Crossing just wrote off $8 billion in goodwill, wonder how much of that $5 billion, INTC is going to Write off...Oh, I know, goodwill isn't a real cost...hehehe!!! and Elmer replied: "NiceGuy I'd explain it to you but it's just too far over your head. Go sell some more blood and buy some worthless calls." That's a totally conditioned (and predictable)response for Elmer when faced with questions about reality...Totally explicable...Elmer's learned this "evasive" response technique from birth...You would too, if you looked in a mirror and saw what elmer sees when he looks in a mirror!!! It's be kind to Elmer week...INTC has to swallow a chunk of that $5 billion in goodwill...Elmer's "evasiveness" will have nothing on INTC's later this week!!!