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Politics : Formerly About Advanced Micro Devices

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To: Gary Ng who wrote (91444)2/3/2000 11:15:00 PM
From: Jim McMannis  Read Replies (1) of 1577123
 
RE:"But I read that you are thinking about INTC again which
is only a month or so after you cleared them out ?"...

I admit, Intel threw us a curve by making the quarter plus some.
As a company, looking out for shareholders, Intel is without peer.
I reasonably sure they can do it again this quarter. I sure won't knock the management (except Otellini) and accounting department.It will take significantly more dissappointments from Intel to hit the stock lower. On top of that, their PR is in full bloom.
Pretty obvious that Intel wasn't a sell at 76, unless one got into something that went up even more at a later date. Even then, money is coming in at rapid rates, it has to be committed. When there is a little confusion, the institutions buy the big names...

Jim
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