Well, it's all over now -- apparently we're all winners

  • Thread starter Thread starter Yousuf Khan
  • Start date Start date
EdG said:
I always figured Intel could just run AMD out of the market, they had
plenty of chances, AMD isn't any real threat to Intel, their just too
damn small.
Click to expand...

Always was the assumption for as long as I can remember.

Yousuf Khan
 
Keith said:
A *bad* assumption since the K6, as far as I'm concerned.
Click to expand...

They could have, was always my assumption. But it would have been
expensive and irritated the justice department. So there was no reason
to.
 
Del Cecchiwrote
Keith said:
On Thu, 26 Jan 2006 23:43:25 -0500, Yousuf Khan wrote

EdG wrote
I always figured Intel could just run AMD out of the market, the ha
plenty of chances, AMD isn't any real threat to Intel, their jus to
*** small


Always was the assumption for as long as I can remember

A *bad* assumption since the K6, as far as I'm concerned

-
Keit
Click to expand...
They could have, was always my assumption. But it would have been
expensive and irritated the justice department. So there was n
reason
to.[/quote:e545082cb7

All Intel had to do to insure their future, was the R&D that AM
did. Instead of continuing to clock up old tech

Assumed Intel could just run AMD out of the market? Yeah, that's wha
Intel thought to. And, I believe in their desperation, they did a fe
things the Justice department is irritated over now

And yes, we are all winners. Competition is a wonderful thing. Th
free market left alone, will insure the winners always rise to th
top

One nice thing about the latest tech from Intel however, if properl
vented, it can heat your house

As I've been saying since the very first Athlon; Go AMD!!
 
dannysdailys said:
And yes, we are all winners. Competition is a wonderful thing.
The free market left alone, will insure the winners always rise
to the top.
Click to expand...

Right.

Who needs the Sherman and Clayton Antitrust Acts?
 
dannysdailys said:
All Intel had to do to insure their future,
was the R&D that AMD did.
Click to expand...

No, they did too much more. Intel developed IA64 and Itanium as
their bet on the future. Intel had the money and the talent,
so they thought grandly. And not for the first time (iAPX432,
i860), they flopped in the market. The perils of dominance.
Instead of continuing to clock up old tech.
Click to expand...

Pentium4 is indeed little more than the original two pipeline
Pentium with deeper pipelines to assist high clocking. It was
a rush fallback job after they realized IA64 wouldn't fly.
Assumed Intel could just run AMD out of the market? Yeah,
that's what Intel thought to. And, I believe in their
desperation, they did a few things the Justice department
is irritated over now.
Click to expand...

I don't think Intel ever wanted to run AMD out of the market,
and in general have been _far_ more co-operative with the US
DoJ than Microsoft.

-- Robert
 
They could have, was always my assumption. But it would have been
expensive and irritated the justice department. So there was no reason
to.
Click to expand...

I don't agree. From a technical perspective, the K6 showed me that AMD had
what it took to compete. I was at the Microprocessor Forum where AMD
disclosed the K6 microarchitecture. I thought it made perfect sense v.s
the mess that was Pentium. AMD was then confined by socket-7 but slot-1
was just an excuse for Intel to leave the socket-7 folks behind (to no
benefit). From a business perspective, the K7 and K8 showed that the K6
was no fluke. AMD has been executing very well (SOI stumble aside).

OT (On Topic ;): Since then, we've (wife's IRA) made at least 6x
(even using a rather conservative strategy) our initial investment on AMD
stock. :-) We had money behind the belief in their technical and business
ability to compete against Intel.
 
Keith said:
OT (On Topic ;): Since then, we've (wife's IRA) made at least 6x
(even using a rather conservative strategy) our initial investment on AMD
stock. :-) We had money behind the belief in their technical and business
ability to compete against Intel.
Click to expand...

I'm even making back some of the money that I had sunk in from the peak
of the dotbomb era. Now it's getting time for AMD to pay me back the
interest from five years of waiting it out. :-)

Yousuf Khan
 
I'm even making back some of the money that I had sunk in from the peak
of the dotbomb era. Now it's getting time for AMD to pay me back the
interest from five years of waiting it out. :-)
Click to expand...

Some people were late to the party. A cow-orker is in the same situation
as are/were you. He got out recently and is now PO'd that he did. We did
the run-up and got out at prudent, though not optimal, times (selling
enough each time during the runup to cover the initial investment). If
you remember, Course was laughing at me for my AMD holdings. AMD has been
beddy-beddy good to me. ;-)
 
Keith said:
Some people were late to the party. A cow-orker is in the same situation
as are/were you. He got out recently and is now PO'd that he did. We did
the run-up and got out at prudent, though not optimal, times (selling
enough each time during the runup to cover the initial investment). If
you remember, Course was laughing at me for my AMD holdings. AMD has been
beddy-beddy good to me. ;-)
Click to expand...

John Corse was laughing at you? I wonder what he'd be like now, now that
Rambus seems to be very dependent on AMD's blessings now.

Yousuf Khan
 
George said:
One does wonder how things would have played without Itanic - took their
eye off the ball and diverted untold amounts of resource. I see the
usetabees have decided to dump another $10B into it:
http://www.reed-electronics.com/electronicnews/article/CA6302639.html ...
small change.:-)
Click to expand...

For one thing, Intel would still be in control over the direction of
x86, and AMD wouldn't be as close as it is now to toppling Intel's
prestige. Although I suspect, AMD's Direct Connect Architecture would
have still given it a pretty major technical advantage, but not
necessarily a prestige advantage.

Yousuf Khan
 
I'm even making back some of the money that I had sunk in from the peak
of the dotbomb era. Now it's getting time for AMD to pay me back the
interest from five years of waiting it out. :-)
Click to expand...

Hmm, another one... me too. I wish I'd had the courage to get more at the
bottom. When it was at $7. three years ago, a friend told me his
stock-expert subscription's opinion was that the company would never go
anywhere and to get out now, before it collapses completely. I ignored him
of course but did not have the conviction to balance my losses by buying
more.
 
John Corse was laughing at you?
Click to expand...

You don't remember too well, eh? He was deriding me for a measaly
gain (though I'd yanked the original capital when it went to 2x) compared
to RMBS. Of "Corse" that's when he was in the middle of his pump-n-dump
scheme.
I wonder what he'd be like now, now that Rambus seems to be very
dependent on AMD's blessings now.
Click to expand...

I don't think I want to go there! I'm still trying to figure that
one out. But remember, it was DeanK who figured out who Corse was and
stopped his nonsense (at least in .chips).
 
Hmm, another one... me too. I wish I'd had the courage to get more at the
bottom. When it was at $7. three years ago, a friend told me his
stock-expert subscription's opinion was that the company would never go
anywhere and to get out now, before it collapses completely. I ignored him
of course but did not have the conviction to balance my losses by buying
more.
Click to expand...

The wife bought on the way down at $14 (I'd taught her about the
"dead-cat" bounce) at $14 and I got on her case (the "cat" isn't dead,
yet!). She bought a piles more at $9 and $7 and held through the $3
times. She sold enough at $24 to pay for all she had in there (the second
time) and held the rest until $43 (automatic sale - we _are_
conservative). She didn't really want to sell, so bought a little back.

AMD been beddy-beddy good to my wife's IRA. ;-)
 
Keith said:
You don't remember too well, eh? He was deriding me for a measaly
gain (though I'd yanked the original capital when it went to 2x) compared
to RMBS. Of "Corse" that's when he was in the middle of his pump-n-dump
scheme.
Click to expand...

I usually stop following threads once they've gotten too expansive. Even
threads that I might have started myself. I just can't follow them like
I used to be able to when I was younger.

Also after awhile I avoid threads with certain people in them. John
Corse threads certainly fell into that category. I don't know if you
remember, but I never really mixed it up with John Corse more than
occasionally.
I don't think I want to go there! I'm still trying to figure that
one out. But remember, it was DeanK who figured out who Corse was and
stopped his nonsense (at least in .chips).
Click to expand...

Oh yeah? I completely missed all of that action. I was already in the
tuning out phase by that point.

Tbe thing about Corse was that his posts weren't even interesting.
There's some people who you may not agree with, but they post some
thought-provoking stuff, and they carry on a good argument (at least for
a little while). Corse's stuff was none too technical, nor anything more
than rah-rah-rah cheerleading.

Yousuf Khan
 
George said:
Hmm, another one... me too. I wish I'd had the courage to get more at the
bottom. When it was at $7. three years ago, a friend told me his
stock-expert subscription's opinion was that the company would never go
anywhere and to get out now, before it collapses completely. I ignored him
of course but did not have the conviction to balance my losses by buying
more.
Click to expand...

I've been looking at AMD as a long-term keeper, one of those stocks that
you keep for decades while it balloons. Somewhat like Intel was if you
bought it in the 80's and kept it at least to the 90's. If AMD can
duplicate Intel's growth during the 90's, there's no point in selling
anything, it'll all come back and make you money once again.

For some stocks, Dotcom-to-Dotbomb marked the end of their relevance
(Lucent, Nortel, JDS Uniphase, etc.) they'll never get back to their
Dotcom prices, except in a few decades when just the normal flow of
inflation might bring them back. AMD has already come back and started
to approach its Dotcom peak, which I think was $48.75 (pre-split $97.50).

It's not surprising investment stock letters thought it was worthless
company. The whole of Wall Street thought that way. It's best
demonstrated by Jim Cramer who just a few months ago was making fun of
AMD's lawsuit against Intel, saying it's a sign of sure desperation, and
that if AMD could compete it would but obviously it can't so it's suing.
The spineless twit has made a complete turnaround and is showing signs
of finally understanding that AMD has truly turned the tables on Intel.
I posted his turnaround column in AISA a couple of weeks back; he's now
of the opinion that Intel "is no longer best of breed"! Everything he's
saying now, was already completely obvious to me about three years back,
he's just now discovering it. Twit!

Google Groups : alt.invest.stocks.amd
http://groups.google.com/group/alt....5f04d7/fa4bc3be3c37b26f?#doc_2e184edd060fd5d9

Yousuf Khan
 
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