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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (92948)2/14/2000 1:09:00 AM
From: Charles R  Read Replies (2) of 1575329
 
Ted,

<Here it is midway thru Q1 and there is still an Intel chip shortage in spite of Intel bringing all of its quite formidable resources to bear and AMD working feverishly to make up the gap.>

I think pretty much everyone understands the story now. People may not understand the full impact of what is going on but they know something has changed at 1 AMD Place and Intel can't do much about it anytime soon.

Looks like PB was one of the last Intel holdouts and he is now long AMD.

I am not a guy to make too many short term price movements but I am calling for $50 tomorrow (not necessarily at closing).

Assumptions:
- At least a couple of analysts will upgrade (if not the rating, just the price target)
- No significant meltdown in the markets.

Cheers,
Chuck
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