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To: AK2004 who wrote (4579)	2/23/1998 12:34:00 PM
From: StockMan	Read Replies (1) \| Respond to of 6843

Burt, Re -- Soundview.. Please post the whole report. Stockman

To: AK2004 who wrote (4579)	2/23/1998 3:13:00 PM
From: Burt Masnick	Read Replies (1) \| Respond to of 6843

All during IBM's remarkable run in the 60s and 70s there were individuals who "knew" that Control Data or Unisys or Honeywell or whomever had a superior product or approach that was sure to know IBM off its perch. They were wrong. But if any piece of news came out they always saw it as confirming their mistaken view, however arcane an argument they had to make. Indeed, there did come a time to sell IBM, but it was more due to a sea change to desktop computers than to big iron competition. You have a crystal clear view that AMD has a superior shot at future success. I have watched your posts for over a year and marveled at their consistency, even as I watched AMD shrink in value and INTC grow. Nothing much shakes you from your "clear" insight (see above). It's remarkable. Shalom, Burt