Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kapkan4u who wrote (69825)	8/25/1999 9:58:00 AM
From: Charles R	Read Replies (4) of 1572219

Kap, <Wow, looks like PIII prices are collapsing fast. I better hurry into an INTC short position tomorrow.> FWIW, I closed my short this AM for a dollar loss. Niles report this AM says the ASPs will fall only $3 this Q and INTC has pull-ins due to Y2K issues that will boost 3Q. He says because of the motherboard problems AMD is likely to do only 150-250k Athlons this Q. His take is that motherboard makers are waiting to see AMD performance and Intel is putting additional pressure by offering rebates and other goodies. I think pull-ins are a bad sign for INTC in the current environment but I decided to sit-out and wait till it gets closer to earnings time - especially since the bulls are on the loose after the mild Fed tightening. I am on the bandwagon with some new MSFT - already up over a buck this AM. Chuck

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