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DARBES

03/27/04 10:51 AM

#29892 RE: Elmer Phud #29891

Who was that guy? Anyone remember?

Must be the niceguy. HHHHMMMM? But...I thought that he does not post on your fine thread.
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sgolds

03/27/04 11:02 AM

#29894 RE: Elmer Phud #29891

Elmer, is this a drive-by, or do you plan to make an intelligent contribution? Simply feigning shock that there is a slow ramp rumor from a Taiwan web site hardly counts as thoughtful discourse! Examination of that rumor here and on SI does not uncover any supporting facts, it is most likely a translation error or misapplying a regional number as a worldwide figure.

By the way - you aren't the only one who predicted that AMD stock would sit at this level for a while. I've been saying that for some time, and if we are entering a bear market (as I believe) then the price is likely to go down before going up.

Using Intel as a gauge of the processor market we see that Intel is down 15% YTD, and AMD is up 5%. Now, I've been saying that AMD would be held back by a soft stock market, and you've been saying that AMD is due for a fall because of mythical manufacturing issues. Given the Intel results this year, I think a sensible person can see which explanation fits better.

It isn't yours.
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rupert

03/27/04 11:55 AM

#29896 RE: Elmer Phud #29891

ElmerPhud: It's true you persistently questioned AMD production numbers and suggested that there was a fault in the manufacturing process. You also said that you were increasing your stake in AMD - when it was in the $15 range. Was that so you could hover for a while? Can I take it that your vow not to post on here has been renounced?
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j3pflynn

03/27/04 1:47 PM

#29905 RE: Elmer Phud #29891

EP - The type of post you have chosen to make your re-appearance here definitely gives a strong hint as to your intentions here. Not useful input, but an attempt at self-aggrandizement. Too bad.
Paul
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kpf

03/27/04 7:14 PM

#29914 RE: Elmer Phud #29891

elmer

Welcome back. Good to see you again, hope you are well.

K.