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Strategies & Market Trends : The Amateur Traders Corner

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To: Tom Hua who wrote (1210)9/22/2000 12:59:21 AM
From: Paul A   of 19633
 
Hmmm- when I see this in print it worries me a bit tho.. I respect this analyst since he made the prediction on DELL.. DELL came out the day after the downgrade and said the fears were silly etc etc..and sure enough, 2 months later- things started to soften up with DELL.

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'ROAD KILL'

Analysts also said to expect Intel's rival Advanced Micro Devices Inc. (AMD.N) to be hurt, perhaps more so than Intel, because of the glut in supply of microprocessors in the face of flagging demand. AMD's chip, the Athlon, has for the better part of a year been competing successfully against Intel's Pentium III.

``I'm sure there's a big sign flashing in front of AMD saying 'Road Kill,' `` Kumar said. ``When you get this magnitude of an inventory overhang, AMD basically gets destroyed.''
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