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To: MileHigh who wrote (23645)6/25/1999 12:58:00 PM
From: jmanvegas  Read Replies (4) | Respond to of 93625
 
MH: Down on big volume - lots of selling - somebody is sucking up these shares - may be premature but somebody is buying down in here.

jmanvegas



To: MileHigh who wrote (23645)6/25/1999 1:03:00 PM
From: Dave B  Respond to of 93625
 
MH,

the AMD comments were interesting

I'd be surprised if AMD supported RDRAM right off the bat. If Dell is taking 2/3's of the next 6 months of production, I'll bet that most of the other 1/3 is going to Sony for the PS II release in Japan. AMD customers wouldn't have much left to fight over.

What's going to cause the next big movement? Intel shipping Camino and Dell shipping their workstation. In the meantime we'll go up and down (with a general trend up in anticipation) until then.

JMO,

Dave