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Strategies & Market Trends : The Amateur Traders Corner

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To: Tom Hua who wrote (7821)	3/30/2001 9:03:07 PM
From: Paul A	Read Replies (1) of 19633

Tom- I know it sounds strange, but my eyes are set on AMD as a long.. Funny considering what I think of this entire sector, but for no other reason than perception at this point, if I can get AMD below 25- thats where ill start building.. They made some extremely wise/lucky moves about 1 1/2 years ago, and the expansion was met with the boom so it allowed them to virtually leap from over Intel so far as quality/performance is concerned. The only negative is I noticed CNBC talks positively about them now on a regular basis, and that CANT be a good thing- but on any rallies, AMD will be the place to be rather than Intel IMO. Intel inside means nothing anymore. Actually, all the computers I have built for myself or others have been 100% AMD.. They are now being put into servers which was unheard of a few quarters ago.. They make a great product at a great price, and although im sure they will revise guidance down significantly, I think Intel will feel whatever AMD does 20x more :) Flash memory will hurt them as well.. Ill bet if this market dosnt completely melt down we will see stocks like CS and AMD giving us 100% returns from these levels easy. Ill be buying my 20 shares next week!

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