Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: Bull RidaH who wrote (30482)	10/6/1998 8:06:00 PM
From: Brad Bolen	Read Replies (1) of 94695

RE: The AMD news is extremely bearish news for Intel, the NDX,OEX, and SPX. AMD is now the recent market share leader (volume-wise), cannibalizing Intel's once extremely profitable business. The problem... The orange got squeezed, but no juice (earnings) are flowing out of it (although AMD did show a big improvement, but a penny a share shouldn't have too big an impact on the S&P 500 total earnings...Wouldn't you agree? I have been amazed at AMD's ability to hold up. I guess I should have listened to the few people I know who work there. However, I think that the earnings surprises we are seeing, what few there are, will be short lived since most analysts have been slow to downgrade earnings. Perhaps they could downgrade companies earnings so then they will beat estimates, but either way its bad--they downgrade and stocks sell off, or the companies are under est.and they sell off. I just don't see anything to party about here. Is my negative attitude appalling? B>

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