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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Mary Cluney who wrote (78699)	4/13/1999 1:33:00 PM
From: Srini	Respond to of 186894

>>>I don't understand your agenda. What is it that you are trying to tell us? The message is not clear. <<< Oh no, Mary. You've gone and done it. Now we'll never hear the end of him.(ggg). Srini.

To: Mary Cluney who wrote (78699)	4/13/1999 1:47:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Mary, What is it that you are trying to tell us? There have been lots of inferences that Compaq's earnings will be lower than expected due to their use of AMD CPUs. HP also uses AMD CPUs and their earnings and market share are growing. I am questioning the theory that any problems Compaq may be having are due to their use of AMD CPUs for their entry level products. Scumbria

To: Mary Cluney who wrote (78699)	4/13/1999 1:49:00 PM
From: Burt Masnick	Respond to of 186894

Mary, I think Scumbria's agenda is crystal clear (with apologies to Scumbria if I misrepresent his views). He thinks underdog AMD has notably superior products to Intel's (if you include their plans for future products and match them with his vision of Intel's future products.) Furthermore, he believes that AMD has performed remarkably well on both the engineering and production sides over the past year. Furthermore he believes that Intel's management is all of the following: 1) Criminal - (see his frequent references to FTC violations) 2) Stupid - (see his frequent posts on their braindead decisions) 3) Incompetent - (only 500 Mhz?) 4) Any other negatives or pejoratives I may have left out. He posts 40 or 50 (I think I am low on this) times a day denigrating Intel on this thread and the AMD thread. He is an AMD zealot and I will confess to being an Intel zealot. I am reminded of folks I knew who told me all day long in the 80s how foolish I was to be invested in Intel when Apple was gonna eat their cake and rule the world. Their arguments were logical, informed, well reasoned and dead wrong. Meanwhile I am sitting on a huge runup from a couple of IRA investments in the early 80s at an average multiple of 70 times what I paid. Good investing, Burt

To: Mary Cluney who wrote (78699)	4/15/1999 12:30:00 AM
From: Amy J	Respond to of 186894

Mary, I feel the same way about Compaq. Just bought a Dell today. Also, in my case, their prices were approx. 15% less than HP and CompUSA, and 3-5% less than Gateway. Re: Scumbria.. I like his contributions quite a bit because they're witty/smart, knowledgable, contrarian, and well informed... If there's something wrong with Intel, Scumbria will not only know right away, but share it with all of us. Probably the hard part, is figuring out when he's joking (i.e. making an accurate detail into a generalization) and when he's serious, which is the challenge, but so far, I've been able to figure this out...although, at first, he had me going for a bit, which keeps me on my toes :) Amy J