Compaq Message Board - Msg: 6659240

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Technology Stocks : Compaq

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To: Fredman who wrote (38292)	12/2/1998 10:48:00 PM
From: John Koligman	Read Replies (1) of 97611

I won't venture a guess as I don't follow it that closely. I know that Paul Engel (Intel thread guru) also has a position in AMD. The stock has already made a strong move based on the current MPU supply situation. My guess is that it will probably continue fairly strong as long as the current supply situation exists. The next big move would depend on how well they execute on the K7 chip. Intel thread regulars think it is a long shot, but you should probably get both sides of the story by checking out the AMD thread. Hey, sounds like I ventured a guess anyway!!! Regards, John

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