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Re: wbmw post# 24525

Tuesday, 01/27/2004 8:59:01 PM

Tuesday, January 27, 2004 8:59:01 PM

Post# of 97595
Prescott should be a huge disappointment for any Intel investor. If I still weren't convinced that the market had huge growth opportunities this year, I would be selling my Intel shares and using the money to buy AMD.

wbmw-

I have to give you lots of credit here for being able to change your stance. I expected you to always play the Intel side and I have always treated your comments as slightly biased in their favor, but it is nice to see you are more reasonable than I thought. Thanks for you contributions to this board. You have elevated the quality.

I haven't counted Intel out yet. I think they can remedy the problems over time, but it seems AMD has a nice window to extract a major benefit from Intel's slip ups. That pleases me as an AMD investor.

I like your idea about Intel using their superior mobile core in desktop parts. It seems like they could do well by this strategy. It isn't too late. Tell the guys in charge to get on it!

HailMary

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