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

To: Elmer who wrote (42896)	12/6/1998 10:16:00 PM
From: Jim McMannis	Respond to of 1572900

Elmer, RE:"Jim, I think you're being somewhat unfair. First off I am not long AMD and I stated I have missed this runup. Second, this is a thread for investors, remember? If you guys only hear the rosy scenario from the AMDolts, you will be getting distorted if not false information. That's not healthy for investors. You need some balance here. How else are you going to get it? The AMDolts will tell you the K7 is going to take over the world and put Intel out of business. If you don't get a perspective from others who can add some balance, you may actually believe all this baloney. Contrary opinions are healthy. Put up with it. You'll be better off in the long run."... ---- OK. I agree with you. I do appreciate your posts most of the time. Often they are a reality check. You're the least biased of the three amigos... Fact is that every one knows AMDs past history, they know about Jerrys limo, they know about the K5, that AMD still has to pull a lot of things together to get the K7 out, the K6-2-400 was a week late, the K6-3 may be late and who knows when we'll see the K7... On the other hand, AMD is capacity restrained, can't even make enough K6-2-400s and that they are likely to exceed earnings estimations in the fourth quarter. PC sales are robust, Intel is capacity restrained. That's good enough for the stock to rise. The roadmap looks good going forward. Being within' one speed grade and probably being a bit faster on Winstone98 vs the P2-450 seems to at least give AMD a little breathing time...not to mention production seems to be as bugless as it's been in a long time. So things don't look to bad to Wall Street right now... That's the proof of the pudding... Jim