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To: Jim McMannis who wrote (172371)	1/3/2003 4:45:21 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Jim, The "average" folks that have tried to trade, probably bought near the highs, and lost their shirts. The "average" investors with a buy & hold strategy had been buying before, and are probably still buying, averaging in. If you take a snapshot of the market on this date, that only includes the last three years, certainly your point looks valid. If I take a snapshot of March 1997 through March 2000, the opposite point is made. You need a longer term, investor time frame. It's interesting that at the market top, trading as a strategy was dismissed as crazy, buy and hold was the only thing to do. Now that the market has had a record retreat, and buy and hold may make the most sense, it is the strategy that is slammed. People always think wrong at market tops and bottoms. If you diversified between stocks, bonds and real estate, and if you averaged in, over the last 10 years you have probably done just fine. That's what investors do, that's what a good finacial planner recommends. The folks that got really damaged were the ones that bought the hype and speculated near the top. That's not investing. re: Just being out of the market for 3 years outperformed it by what? 50%-80%. Welcome to Monday morning, Mr. Quarterback. I don't remember anyone in March 2000 predicting what subsequently happened. Maybe you did, show me the post. I do remember you calling the end of the bear around Jan 2, 2001. Random walk, there are just too many unknown variables in the ultra complex system that is the stock market. John

To: Jim McMannis who wrote (172371)	1/9/2003 10:18:04 AM
From: Yousef	Read Replies (1) \| Respond to of 186894

Jim, Re: "Random walk aside. Bubbles are bubbles ..." So now AMD is working with IBM ... Hmmmm, Motorolo, UMC and now IBM. Did you also know that IBM is jointly working on transferring this technology to Chartered Semiconductor (3rd largest foundry) in Singapore ?? Jim, I will let you in on a "secret" ... It really is the "process thingy". <ggg> AMD is "thrashing" about for a process strategy ... While INTC calmly/quickly moves on to their next generation process. I guess "real men" DO have Fabs. <ggg> You might want to sell the rest of your AMD --> biz.yahoo.com Taiwan UMC: Portions Of Technology Pact With AMD Ended "TAIPEI -(Dow Jones)- United Microelectronics Corp. said Thursday it had ended portions of a technology pact with Advanced Micro Devices Inc. (NYSE:AMD - News) related to a joint-venture 12-inch semiconductor wafer fabrication plant after the U.S. company signed a separate agreement with a third party. "AMD and UMC have both decided to go their own way (in the development of below-65 nanometer manufacturing technology on 12-inch wafers)" said Alex Hinnawi, director of corporate communications at UMC. Ending part of the technology pact puts into question the 50-50 joint venture between UMC and AMD called AU Pte. Ltd., a cutting- edge 12-inch, or 300 millimeter, fab that both partners planned to build together in Singapore that analysts say is worth US$3 billion. "AU Pte. is still being evaluated by both sides, but no new decision has been made...The (memorandum of understanding between UMC and AMD) is still in effect until a decision has been made," said Hinnawi. Construction on the plant hasn't yet begun, he added. AMD and UMC inked the MOU for the Singapore fab in early 2002, which covered joint development efforts to share costs in chip making processes. Later, the two firms joined with Infineon Technologies AG (IFX), the German memory chipmaker, to co-develop manufacturing technology as tiny as 65 nanometers down to 45 nanometers, which measures less than a thousandth of the width of a human hair. Although AMD will no longer be part of the co-development project, Hinnawi said UMC and the German chip giant will continue to work together. The gap between transistors on a chip is measured in nanometers. The smaller the gap, the more powerful the chip, as more transistors can be packed on. On Wednesday, AMD signed an agreement to develop chip manufacturing technology at 65 nanometers and 45 nanometers with U.S. technology giant International Business Machines Corp. (NYSE:IBM - News) , both companies said in press releases." Make It So, Yousef