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AMD is doomed!

 
 
Yousuf Khan
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      27th Feb 2006
CoolTechZone.com - Is AMD Doomed?
"The thing I find most interesting in this battle of silicon supremacy
is just how unbelievably thick (or perhaps slow) AMD has been lately.
For the entire life cycle of the Pentium 4 family, AMD was far ahead.
The company made the best processors in terms of performance with cost
efficiency in mind. However, it had a nice 1-1.5 years of time span
where it could’ve evolved or innovated enough, but it didn’t. Granted
that AMD is still leading the desktop and server markets in terms of
performance, it’s not the point. The point is the lack of evolution and
innovation from AMD."
http://www.cooltechzone.com/Departme..._200602272202/
 
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Ed
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      27th Feb 2006
On Mon, 27 Feb 2006 13:47:26 -0500, Yousuf Khan <(E-Mail Removed)>
wrote:

>CoolTechZone.com - Is AMD Doomed?
>"The thing I find most interesting in this battle of silicon supremacy
>is just how unbelievably thick (or perhaps slow) AMD has been lately.
>For the entire life cycle of the Pentium 4 family, AMD was far ahead.
>The company made the best processors in terms of performance with cost
>efficiency in mind. However, it had a nice 1-1.5 years of time span
>where it could’ve evolved or innovated enough, but it didn’t. Granted
>that AMD is still leading the desktop and server markets in terms of
>performance, it’s not the point. The point is the lack of evolution and
>innovation from AMD."
>http://www.cooltechzone.com/Departme..._200602272202/



Sell your AMD while it's still in the 40s.
Ed

 
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Del Cecchi
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      27th Feb 2006
Ed wrote:
> On Mon, 27 Feb 2006 13:47:26 -0500, Yousuf Khan <(E-Mail Removed)>
> wrote:
>
>
>>CoolTechZone.com - Is AMD Doomed?
>>"The thing I find most interesting in this battle of silicon supremacy
>>is just how unbelievably thick (or perhaps slow) AMD has been lately.
>>For the entire life cycle of the Pentium 4 family, AMD was far ahead.
>>The company made the best processors in terms of performance with cost
>>efficiency in mind. However, it had a nice 1-1.5 years of time span
>>where it could’ve evolved or innovated enough, but it didn’t. Granted
>>that AMD is still leading the desktop and server markets in terms of
>>performance, it’s not the point. The point is the lack of evolution and
>>innovation from AMD."
>>http://www.cooltechzone.com/Departme..._200602272202/

>
>
>
> Sell your AMD while it's still in the 40s.
> Ed
>

Google the author. He seems to make a hobby of flamebait articles.

His name is Varun Dubey. I wonder if he gets paid by the hit?

--
Del Cecchi
"This post is my own and doesn’t necessarily represent IBM’s positions,
strategies or opinions.”
 
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Keith
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      28th Feb 2006
On Mon, 27 Feb 2006 16:25:58 -0600, Del Cecchi wrote:


> Ed wrote:
>> On Mon, 27 Feb 2006 13:47:26 -0500, Yousuf Khan <(E-Mail Removed)>
>> wrote:
>>
>>
>>>CoolTechZone.com - Is AMD Doomed?
>>>"The thing I find most interesting in this battle of silicon supremacy
>>>is just how unbelievably thick (or perhaps slow) AMD has been lately.
>>>For the entire life cycle of the Pentium 4 family, AMD was far ahead.
>>>The company made the best processors in terms of performance with cost
>>>efficiency in mind. However, it had a nice 1-1.5 years of time span
>>>where it couldÿve evolved or innovated enough, but it didnÿt. Granted
>>>that AMD is still leading the desktop and server markets in terms of
>>>performance, itÿs not the point. The point is the lack of evolution and
>>>innovation from AMD."
>>>http://www.cooltechzone.com/Departme..._200602272202/

>>
>>
>>
>> Sell your AMD while it's still in the 40s.



Why? We bought in the 3s - 10s. ...made at least 6x our money over eight
years, even with *conservative* investment. If AMD dips into the 20's
it's simply time to double-up! ;-)

>> Ed
>>

> Google the author. He seems to make a hobby of flamebait articles.


AMD seems to have caught the attention of the pump-n-dumpers.

> His name is Varun Dubey. I wonder if he gets paid by the hit?


"hit"? Interesting visual, but "Dubey" doesn't sound Sicilian.

--
Keith
 
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Del Cecchi
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      28th Feb 2006

"Keith" <(E-Mail Removed)> wrote in message
news(E-Mail Removed)...
> On Mon, 27 Feb 2006 16:25:58 -0600, Del Cecchi wrote:
>
>
>> Ed wrote:
>>> On Mon, 27 Feb 2006 13:47:26 -0500, Yousuf Khan <(E-Mail Removed)>
>>> wrote:
>>>
>>>
>>>>CoolTechZone.com - Is AMD Doomed?
>>>>"The thing I find most interesting in this battle of silicon
>>>>supremacy
>>>>is just how unbelievably thick (or perhaps slow) AMD has been lately.
>>>>For the entire life cycle of the Pentium 4 family, AMD was far ahead.
>>>>The company made the best processors in terms of performance with
>>>>cost
>>>>efficiency in mind. However, it had a nice 1-1.5 years of time span
>>>>where it couldÿve evolved or innovated enough, but it didnÿt. Granted
>>>>that AMD is still leading the desktop and server markets in terms of
>>>>performance, itÿs not the point. The point is the lack of evolution
>>>>and
>>>>innovation from AMD."
>>>>http://www.cooltechzone.com/Departme..._200602272202/
>>>
>>>
>>>
>>> Sell your AMD while it's still in the 40s.

>
>
> Why? We bought in the 3s - 10s. ...made at least 6x our money over
> eight
> years, even with *conservative* investment. If AMD dips into the 20's
> it's simply time to double-up! ;-)
>
>>> Ed
>>>

>> Google the author. He seems to make a hobby of flamebait articles.

>
> AMD seems to have caught the attention of the pump-n-dumpers.
>
>> His name is Varun Dubey. I wonder if he gets paid by the hit?

>
> "hit"? Interesting visual, but "Dubey" doesn't sound Sicilian.
>
> --
> Keith


I'm the one with the name ending in a vowel, and I was talking about Page
Hits. And Dubey apparently lives in India, dreaming of fame and
fortune on the world wide web and the money he will make from his famous
web site with all the page views from this flamebait he puts out there.

That is the only reason I can conceive for the stuff he says.

PS I did better than AMD on Perficient PRFT.

del cecchi


 
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Yousuf Khan
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      28th Feb 2006
Del Cecchi wrote:
> I'm the one with the name ending in a vowel, and I was talking about Page
> Hits. And Dubey apparently lives in India, dreaming of fame and
> fortune on the world wide web and the money he will make from his famous
> web site with all the page views from this flamebait he puts out there.
>
> That is the only reason I can conceive for the stuff he says.
>
> PS I did better than AMD on Perficient PRFT.


Actually it's the whole Cooltechzone.com website, there are other
authors there doing the exact same job, not just Dubey. Well, I had a
lot of trouble getting to their website yesterday, the page would
sometimes load, sometimes not. A lot of retries needed. If they're going
by page hits, then they better have a server capable of keeping up with
them.

But the ultimate hitman is still Ed Stroglio over at Overclockers.

Yousuf Khan
 
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Ed
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      28th Feb 2006
On Mon, 27 Feb 2006 21:56:14 -0500, Keith <(E-Mail Removed)> wrote:

>Why? We bought in the 3s - 10s. ...made at least 6x our money over eight
>years, even with *conservative* investment. If AMD dips into the 20's
>it's simply time to double-up! ;-)


Great, I bought and sold AMD 3 times since it was $3, last was 14-16 and
sold @40 for 85K profit. I'll buy back in on AMD's next upswing.

Good Luck All!
Ed



 
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YKhan
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      1st Mar 2006
Ed wrote:
> On Mon, 27 Feb 2006 21:56:14 -0500, Keith <(E-Mail Removed)> wrote:
>
> >Why? We bought in the 3s - 10s. ...made at least 6x our money over eight
> >years, even with *conservative* investment. If AMD dips into the 20's
> >it's simply time to double-up! ;-)

>
> Great, I bought and sold AMD 3 times since it was $3, last was 14-16 and
> sold @40 for 85K profit. I'll buy back in on AMD's next upswing.


It got hammered down below $39 for some reason today. You could tell it
was coming because it was trading flat for the past week or so. Usually
it should be making steady progress upwards, but it hadn't done that
for too long.

Either it went down because people are starting to believe that Intel's
next gen chips are actually going to be faster than AMD's, or people
are just bailing because they were on margin for too long.

Yousuf Khan

 
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Del Cecchi
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      1st Mar 2006
YKhan wrote:
> Ed wrote:
>
>>On Mon, 27 Feb 2006 21:56:14 -0500, Keith <(E-Mail Removed)> wrote:
>>
>>
>>>Why? We bought in the 3s - 10s. ...made at least 6x our money over eight
>>>years, even with *conservative* investment. If AMD dips into the 20's
>>>it's simply time to double-up! ;-)

>>
>>Great, I bought and sold AMD 3 times since it was $3, last was 14-16 and
>>sold @40 for 85K profit. I'll buy back in on AMD's next upswing.

>
>
> It got hammered down below $39 for some reason today. You could tell it
> was coming because it was trading flat for the past week or so. Usually
> it should be making steady progress upwards, but it hadn't done that
> for too long.
>
> Either it went down because people are starting to believe that Intel's
> next gen chips are actually going to be faster than AMD's, or people
> are just bailing because they were on margin for too long.
>
> Yousuf Khan
>

Well, AMD pe ratio is 97, and Intel is 15. Given that they are in the
same business.... more or less....

--
Del Cecchi
"This post is my own and doesn’t necessarily represent IBM’s positions,
strategies or opinions.”
 
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Keith Williams
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      1st Mar 2006
In article <(E-Mail Removed)>, (E-Mail Removed)
says...
> YKhan wrote:
> > Ed wrote:
> >
> >>On Mon, 27 Feb 2006 21:56:14 -0500, Keith <(E-Mail Removed)> wrote:
> >>
> >>
> >>>Why? We bought in the 3s - 10s. ...made at least 6x our money over eight
> >>>years, even with *conservative* investment. If AMD dips into the 20's
> >>>it's simply time to double-up! ;-)
> >>
> >>Great, I bought and sold AMD 3 times since it was $3, last was 14-16 and
> >>sold @40 for 85K profit. I'll buy back in on AMD's next upswing.

> >
> >
> > It got hammered down below $39 for some reason today. You could tell it
> > was coming because it was trading flat for the past week or so. Usually
> > it should be making steady progress upwards, but it hadn't done that
> > for too long.
> >
> > Either it went down because people are starting to believe that Intel's
> > next gen chips are actually going to be faster than AMD's, or people
> > are just bailing because they were on margin for too long.
> >
> > Yousuf Khan
> >

> Well, AMD pe ratio is 97, and Intel is 15. Given that they are in the
> same business.... more or less....


I believe the 'E' part of AMD's numbers still includes Spansion's
losses. Though 15 is pretty low for Intel too, indicating that the
street doesn't believe there is any growth ahead for Intel.

--
Keith
 
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