What a beautiful day! Faith has been rewarded after a long 4+ years I have climbed over onto the positive side of my cost average!! Knowing this was in the works, kudos have to be handed out to all at Lee. I am sure they handled more than a few disguntled shareholders, and not once had we heard from anyone that they were treated heavy handidly. How easy this could have been knowing what was to come. Makes you wonder what else is coming down the pipeline if they were able to keep the lid on this. I, for one, never saw this one coming so soon. I was hoping for something later in the year or early 04. The AMD shoe has to drop now. It has to. This truly cements Intel at the fore. AMD I believe was ahead of the curve when the whitepaper about trusted computing came out linked with Wave. It was like the holy grail, written before the market was prepared for what was unleashed on those pages. Now AMD's brother in arms is escorted to the ball by it's number one rival. For AMD to have any credibility in this secure pc arena the news has to be released and product has to be put into the marketplace in concert with Intel or sooner, ala the great processor one upmanship we saw over the last few years. Maybe we see it now with secure chips between these two giants. However, should AMD drop the ball and not strike soon, like by next Wednesday, I think the viability of them as a major challenger to Intel and innovator in this field has been damaged far greater than anyone could have imagined. If the market has a true grasp on what this announcement means for the future direction of the pc, and a sideline attitude fostered by AMD the proof will be in the plummeting share price they will most likely experience. That being said, I believe we get a response from AMD by 8/06. I called my shot and by the 6th so will have AMD. Their future depends on it.
THE MOAT LIVES!!!!!!!
DAVE
WOOOOOOOOOOOOOOOOOOO!!!!!!!!!!!!!!!!!!!!!!!!!!
AI
