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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (126276)10/17/2000 12:30:43 PM
From: Road Walker  Read Replies (2) of 1581536
 
Ted,

re: "That's mostly why AMD is down so much today....in spite of the release of the 1.2 G."

I think Intel is being held up by typical pre-earnings bargain gamblers. A spread is not a bad idea, Intel should move one direction or the other by Friday. A price war is as ugly for Intel as it is for AMD. Where AMD doesn't have as much cash, they also don't have the fixed costs that Intel does, and fixed costs are the devil when GM's decline.

A bad report tonight... well, I would just play golf tomorrow.

John
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