Advanced Micro Devices Inc (AMD)

[DARBES]

re: "don't think much of Cringley" I presented Cringely's article as an eloquent expression of my own thoughts and not as an "appeal to authority" in lieu of logic and facts argument. The insider coincident almost universal "bailing" activity would seem to support my thesis.

re: "good time to purchase" Next week might just be interesting. We are coming up on one month post Opteron introduction. Things could be going well. (Or they may not be.)

re: "Intel has a lot of question marks going foward" I suspect more question marks than you probably attribute. Though inteL has a royalty free license to produce Opteron clones, it is less than clear that iT could do it transparently. inteL does not have a track record at cloning. iT does not have SOI technology. iT does not have hypertransport. iT has not yet developed an on chip memory controller. inteL is so top heavy that were AMD64 to take off iT would probably collapse of iTs own weight.

STAY TUNED !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Regards,

DARBES