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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (55150)4/11/1999 5:40:00 PM
From: Paul Engel  Read Replies (1) of 1572835
 
Mani - Re: "How ever AMD did gain market share compare to the comparative quarter of last year,"

That was then - this is now.

Re: "and considering that they shipped about 2.4 million CPU on March I expect the trend to continue "

All indications are that AMD had to lower their K6x prices by 30% in March just to get them out the door. I have posted the plummeting decline in AMD CPU prices from Pricewatch_it_drop.com to chronicle this trend.

As you say, if this trend continues, AMD may lose more than $100 million in Q299 - to top their Q199 losses.

You may look at "market share" as the holy grail, but market share with STEEP LOSSES describes AMD heading 110 miles an hour down a dead-end road.

Re: "at what price do you consider Intel a good buy? "

History has shown that buying Intel at ANY PRICE has always proved profitable.

My guess is that Intel will CREAMED on Monday due to the Compaq fiasco, bringing its per share price down into the $55 - $60 range - remember Intel will be trading post-2-for-1 split on Monday.

With Intel reporting EARNINGS on Tuesday, after the bell, look for a RAPID SELL OFF on Tuesday afternoon - within 30 to 60 minutes of the market close - bringing Intel down even further.

That will be a good enough time to buy - if your are an investor.

Paul
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