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 Phud who wrote (118295)	4/4/2004 4:54:17 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Thought you'd left SI for good to take up permanent residence in your new home was now ihub? Same old outcome evoked by you over at ihub? Anyway, couple of comments in response to your latest. 1. Read Westmont's review. My point is/was that his conclusions do not flow at all smoothly from the preamble in his report. His conclusions are concocted by some last minute ridiculous formula he pulls out of his hat in effort to support the aprty line! 2. With respect to your overview, Company A has decided to break from the past and produce "automobiles" (i.e 32/64-bit product) while Company B remains content in producing "horse drawn buggies",(i.e. 32-bit-only product) because it has always been the safe thing to do, and besides, Company B has all this "horse drawn buggy" capacity and "horse drawn buggies" have always been profitable "in the past" where Company B appears to be now living! Company B may rapidly use up its horde of cash on idle factory space unless it can coerce OEM's to continue to sell only "horse drawn buggies". Company B faces a future in which it may have a tremendous number of empty "production barns" unless it can miraculously and rapidly switch over to "auto" industry output!