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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (38618)	7/5/2001 11:44:05 PM
From: BirdDog	Read Replies (1) of 65232

On the AMD warning... If you study the Gorilla Game with Intel in mind. You'd realize that Intel has been playing the nice Gorilla. Looks like Intel has started to throw it's weight around a bit. I've known that Intel could have put AMD out of business in one quarter if they really wanted to. All that cash on hand...they could give away the processors for a quarter and it wouldn't hurt them. Also no the EMC warning. Watch for NTAP to warn in the next few days. If they don't. Highly unlikely they will. They warned in the shadow of EMC's warning last quarter. Kinda made it smooth over a little better. BirdDog

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