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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (64361)	7/7/1999 3:30:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1586230

tejek - <And what will be your point when intc's price drops after it presents earnings at or below the Street's expectations which seems inevitable based on analysts' comments yesterday?> IMHO, there may be a big difference over haggling over a couple of pennies either way, vs. >$1 per share loss when the company has visible reserves of 12 or so months. PB

To: tejek who wrote (64361)	7/7/1999 3:34:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1586230

Ted - Re: "And tell your mentor, Dr. Engels, Scumbria is not my buddy (I don't like vegetable tamales) and that he is right, AMD sucks as an investment." You mean SCUMbria - of the Exploding Diaper - and you aren't tight ? Geez - did he sucker you into buying AMD when it was around $30 ? Paul

To: tejek who wrote (64361)	7/7/1999 4:09:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1586230

<And what will be your point when intc's price drops after it presents earnings at or below the Street's expectations which seems inevitable based on analysts' comments yesterday?> What are you talking about? If INTC meets expectations, the price won't move all that much since guidance will probably be strong for Q3 and Q4. If INTC goes below expectations, they would have warned by now. (And certainly such a warning would have came sooner than AMD's warn-but-then-announce-Athlon stunt.) Tenchusatsu