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

To: Gary Ng who wrote (47872)	1/29/1999 10:28:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1570977

Gary, RE:"Take yourself as an example, if anyone followed your opinion about how bad Celeron would be on Intel's PII sales(back when Celeron 300A was introduced), they would sell all the Intel stock and missed the recent run and watching you keeping your INTC. They would also say 'How could that be' ? And for your much praised AMD where you have tons of insider information (before the Q4 report), they would get trapped again when they saw it tank from 30 to now 22. And what is more interesting"... Now, Gary. I think that the Celeron A cannibalizing the Pentium II was a legitimate concern. I've even had people from Intel TELL ME that they were concerned about it. The segmentation strategy they developed, as much of a lie that it is, worked. They key was the revelation that Intel was SOLD OUT back in early December. At that point the stock had already run up but was still in the mid 90's. This is where Paul really came through. He reported it before the newswires. Inside information? Get real, who's going to put inside information on a public bulletin board. Besides, I'm just a beach bumm down here in SoFla. I did however post prior to the earnings report that I was going to sell and why. As far as Gateway using AMD. I think this note explains it. But heck, must have been a WAG, eh? exchange2000.com To: +james d brady (72065 ) From: +Jim McMannis Monday, Jan 25 1999 7:54PM ET Reply # of 72500 I think Gateway will use AMD chips in the near future. They already would have but AMD couldn't supply. I'll believe it when I see it. As I've stated before. I believe Maxwell has been dissappointed several times on this front. Jim ......... ---------------- Now Gary, did you buy back AMD under 21 when you saw the "hammer" on the chart? Also, don't worry about the guys that "got suckered"...AMD is heading higher. Jim