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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: The Vinman who wrote (30185)	3/24/1998 9:38:00 PM
From: Kevin K. Spurway	Read Replies (2) \| Respond to of 1570940

Re: "Too many bulls" Too may bulls on every thread. It's only natural because when people own a stock, they tend to follow its thread. This is actually one of the few threads I've found on SI with a large and loud dissenting faction. Kevin

To: The Vinman who wrote (30185)	3/25/1998 12:03:00 AM
From: Brian Hutcheson	Read Replies (1) \| Respond to of 1570940

Vinman , Most of the long term investors here have been through AMD's cycles before . Albert , Maxwell , myself were on this thread back in 1995/96 . We have seen so many posts like yours , especially from the Intel camp . As has been said before , you guys are contrary indicators . When there are a lot buzzing around like mosquitos then AMD's direction is up . you are living in the past . There are at least 2 reasons why this time it is different . 1. Intel made themselves such a pain to their large OEM customers that they never want to be under Intel's thumb again . 2. Slot 1 is Intel's method to keep them under their thumb It has no benefit otherwise since even Intel is planning an on chip L2 cache to match K6+ . So it is in Compaq , IBM and the other non K6 customer's interests to keep the competition healthy . The only ones who benefit from Intel's monopoly are the shareholders and that blinds to the rest of the realities, Brian

To: The Vinman who wrote (30185)	3/25/1998 1:16:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 1570940

Vinman, <the bullish tone for a terrible company like AMD needs some balance.> There is "some" balance that you overlooked - the whole PC industry is backing up AMD in their struggle to level down Intel's monopoly and arrogance. Consumers are also giving "big thanks" to AMD... <AMD needs to give a big thanks to the current ignorant state of the market for its' stock price.> I do not think AMD needs to care about temporary sentiments of narrow-minded traders/speculants/gamblers. Sorry. Ali