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To: Brian Hutcheson who wrote (2535)	11/27/1997 9:20:00 AM
From: DRBES	Respond to of 6843

re: " in anticipation of profitability" However, this time it will come and stay ... hopefully. Regards, DARBES

To: Brian Hutcheson who wrote (2535)	11/27/1997 12:23:00 PM
From: DRBES	Respond to of 6843

re: CONTRARY OPINIONS The real purpose of sTOCKMAN, pAUL, yOUSEF, & etc. on this thread. A warm and FUZZY THANKSGIVING MESSAGE I really believe that, no matter how disturbing, contrary opinions are extremely valuable to the mature thinking on this thread. WE all have and express our own strong biases regardless of how objective we do attempt to be. Contributors, such as pAUL and yOUSEF, frequently make technical judgements and supply very valuable insights (though I think that yOUSEF's conjectures (or calculations) on the limitation of speed for AMD's mobile offerings will prove VERY soon to be provincial, pedestrian, and wrong. STAY TUNED!!!!) that enable the rest of us to keep the larger picture in proper perspective. Without them there is a real risk that in a flurrly of reassuring and mutually warm self-congradulatory messages that we will miss some real warnings about the stock and/or company (these are two very really separable entities). Rather than discourage these contributions on this thread we should encourage them and take full advantage of their beneficial impact. Never confuse their value with the occasional detrimental intentions that may form their underpinnings. Contrary opinion is good when it ported to a productive use. A number of you have contacted me either by E-MAIL or directly on this thread about one of my recent repitious responses to one or more of the contrary contributors. I believe it goes something like this: *"THANKYOU FOR YOUR THOUGHTFUL AND COURTEOUS RESPONSE"* As closely as I am able, I am attempting to paraphrase one of the great literary figures of our time: In the original movie "TERMINATOR", ARNIE's alter ego, having been run over and dragged around by a large truck retreats to a fleabag hotel room for some self-surgery and repair work. Since his injuries are profound, parts of the organic overlay on his robot skeleton start to decay giving off some strong olfactory stimulants. (HE SMELLS BAD!) A hotel cleanup attendant then knocks on his door, making a comment about the odors eminating from his room. Arnold, who is in the process of removing one of his badly injured organic eyes with a pocketknife has a need to not be disturbed despite the fine intentions of the attendant. In his head (or mind) a pull-down menu of various responses is presented. Arnold chooses (as closely as I can recall): "THANKYOU FOR YOUR THOUGHTFUL AND COURTEOUS OFFER BUT I AM BUSY NOW" A HAPPY THANKSGIVING TO ALL! Regards, DARBES

To: Brian Hutcheson who wrote (2535)	11/27/1997 12:39:00 PM
From: DRBES	Read Replies (1) \| Respond to of 6843

re: "If the stock follows its normal pattern over the last 7 years" I do not think that it will. There is just too much good news getting ready to happen. The bad news is that earnings are going to probably be delayed for another quarter or so. I think and hope that this is already more than discounted by the current stock price. Regards, DARBES