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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (87187)1/14/2000 12:35:00 PM
From: Charles R  Read Replies (1) of 1572821
 
PB,

<Of course, the strength of INTC's earnings and forward looking guidance of strong demand has nothing to do with AMD price action.>

Of course it does. The perceived blow-out quarter from Intel has set a very favorable tail-wind for all stocks semiconductor and otherwise.

Nevertheless, people like Cramer, I suspect, are buying because they see that Intel lost market share in the quarter and there is only player who could have picked it up.

Chuck
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