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Politics : Formerly About Advanced Micro Devices

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To: Cory Gault who wrote (86964)1/13/2000 6:46:00 PM
From: Charles R   of 1575608
 
CG,

<This is sour grapes and incredibly tiresome that some of you like to make these accusations.>

Clearly you did not read Intel's press release or do not know how to read a earnings statement otherwise you would realize that what I said comes directly from Intel's press release.

<I assume the SEC, INTC's auditors, etc like to make sure they use standard accounting practices. >

Again. You are not understanding what I am saying. I am not saying there is accounting fraud here! I am saying Intel's core business DID NOT perform. Two entirely different things.

<INTC was .06 above estimates and the stock is up near 97 AH...live with it.>

I am neither short nor long INTC so it doesn't matter to me.

< I am expecting similar good news from AMD next week.>

Unlike Intel, in the case of AMD, I expect true growth in core business.

< I think these accounting accusations are below you Charles. >

Like I said you misread what I said. I am NOT saying there are accounting irregularities. The numbers look pretty clean to me.

<This industry is healthy with all the 3rd tier guys gone and two players left.>

Finally something we both agree on!

Chuck
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