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


To: A. A. LaFountain III who wrote (57531)5/7/1999 10:29:00 AM
From: Scumbria  Respond to of 1573691
 
Tad,

You are a brave man!

Scumbria



To: A. A. LaFountain III who wrote (57531)5/7/1999 10:36:00 AM
From: Gary Ng  Read Replies (1) | Respond to of 1573691
 
AA, Re: become increasingly aware of how the stock of AMD, the bastion of capital preservation, has outperformed that fly-by-night Santa Clara company over the past three months

That confirmed my view towards you.

Gary



To: A. A. LaFountain III who wrote (57531)5/7/1999 11:01:00 AM
From: Process Boy  Read Replies (1) | Respond to of 1573691
 
A.A. - Workstation / Server Sales Forecasting

Over on the INTC thread Scumbria and I are discussing Desktop vs. Server /Workstation CPU's. I have a contention that there seems to be more than enough focus on desktop sales trends over time, but neither the press or the analysts have a clue about what's going on with Servers and Workstations. This makes trying to get a handle on Intel's near term prospects somewhat difficult without this type of data, IMHO.

Question: Why do the analysts seem so clueless with this very important market? Didn't your analyst cohort Peck admit as much recently?

PB



To: A. A. LaFountain III who wrote (57531)5/7/1999 1:42:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 1573691
 
Tad - Re: "AMD, the bastion of capital preservation, has outperformed that fly-by-night Santa Clara company over the past three months. - Tad LaFountain "

Why not use a 4 1/2 month time frame - so you can include AMD's PLUMMET from $32 to $17+ ?

Or better yet, why not use a 15 YEAR TIME frame - so you can include AMD's plummet from $44 to $17+ - and that "Santa Clara company's" rise from $0.75 to $61+ ?

Paul