To: The Vinman who wrote (60027 ) 7/14/1998 2:54:00 PM From: Scarecrow Respond to of 186894
<sigh> OK, Warren, since you insist on this... Forthwith, a dissection: 1. Scarecrow, I have presented many a sound argument concerning INTC and why I feel the company is overvalued. No, you haven't. You've endlessly wrung your hands about a declining ASP and told all of us that this means the end of INTC while pointing to AMD as the company that really gets the sub-zero market. Let's review the facts again: INTC nets about $100M a week and AMD racks up losses by the truckful every hour. Then you told us it didn't matter that no one makes money in sub-zero market. OK, I'll write slowly here so you can follow this simple straight-line logic: what happens when companies continue to lose money? They go out of business. Then, what will you say about INTC's ASP? I can't tell you what INTC's ASP will be then, but I know what AMD's ASP will be: ZERO! Other than that, you have presented nothing! What you've presented has no merit. 2. Rather than offer any thoughtful perspective on why I am wrong, you spend all of your time reading posts listed under my profile and posting them on this board. As with all information, it's important to consider the source and track record of that source. Your track record is one of puffery, buffoonery, and losses. That's highly relevant. 3. I bet you have a skirt that you wear when you are posting on the thread.... Unfortunately for you, no. However, I have a deep-seated fear that you'd like that. 4.<<fakers and frauds>> That comment is way out of line.... Oh, but the skirt comment is certainly right in line... In fact, your post confirms that "faker and fraud" is going lightly on you.