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

To: Elmer Phud who wrote (156937)	4/19/2005 5:15:33 PM
From: Buckwheat	Respond to of 275872

Elmer, sorry I missed your reply from a few days ago. Yes, you are correct that AMD vapor launched its mobile 64 just as Intel vapor launched the Smithfield. And I won't even try to split hairs with you on the various degrees of guilt. And no I do not have a double standard for AMD and Intel. Fact is...you can buy something today or you can't. I'm not impressed at all with what can be bought in a few weeks or months, and the investment community seems to have a similar view. Neither AMD or Intel have done much to impress recently. Looks like Intel might have done much better on earnings though. And ultimately that gets more visibility than what's going on down in the weeds. Buck

To: Elmer Phud who wrote (156937)	4/19/2005 5:59:24 PM
From: _Jules	Respond to of 275872

To: _Jules who wrote (156934) 4/19/2005 3:07:10 PM From: ephud Read Replies (1) of 156972 Jules Now, if the Bentley auto came down to a pricepoint equal to your Honda, which would the average user prefer? Oh, factor in better fuel mileage (read less power). I would suggest, over time, using the criteria above, the Bentley would capture the market. A perfect illustration! Thank you! You have considered the effect of the Bently coming down in price to match the Honda but you haven't considered the cost of producing the Bently! You are perfectly suited to be an AMDroid! Look at it from the consumers point of view but never the investor! How beautiful! Firstly, I sell computers, not investments. I do however invest! My basis is $4.60, when AMD gets going I will indeed reap some rewards. BTW, when fab 36 and APM 3.0 are online AMD will further increase it's world class+ yealds. Intel has a lot of catching up to do. Let the games begin!!! best Jules