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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.070.0%2:16 PM EST

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To: dougSF30 who wrote (1888)7/21/2000 8:58:13 PM
From: Jim McMannisRead Replies (1) of 275872
 
DOug,
I guess I'll have to sift through the posts...

The way I see it is this...
1. Options expiration.
2. Earnings a little weaker than I thought.
3. Taxes were a nasty, an somewhat unexpected blow.
4. Closer to WIlly, many planned to get out right after an earnings run up becsue for some reason they think Intel will always ultimately "win".

Personally I was a little dissapointed at the"non contribution" of Dresden...OTOH...this quarter will be different...especially with no Willy until Q4. So one more quarter of easy money...even though Willy will dampen enthusiasm for AMD, the Rodney Dangerfield of Semis...
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