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COMMON SENSE

09/03/03 5:23 PM

#6911 RE: RGood #6910

I've never owned AMD stock

and Dan3 is a person I see posting as an AMD zealot on this and the SI Board. I have never been pro AMD.

In fact for years I was accused of being too pro Intel and blindsided. to their shortcomings.

But over the last few years I have watched them announce out of both sides of their mouths and no investor can rely on what they tell us as accurate and investment grade advice.

And I am aware of the "exhubrance you show for guessing Intel right since the Q1 earnings came in and all heck has broken loose. I owned the $15 stock and I have seen it rise for 4 months since the second week of April.

Sometimes in history markets move for no reason upward or downward.

The last six months are waiting on history to judge them.

I own Intel so I hope it is the start of something great.

But my wisdom says this is still debatable and not a hard fact yet. PE ratios always count just like currency rates count and balance of trade issues count and federal debt counts and war counts and long term interest rates vs treasuries count and employment figures count and a lot of other things count.

But some people luck out and go blind and still win big.

So goes life....