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

To: DRBES who wrote (67377)	8/2/1999 4:40:00 PM
From: DRBES	Respond to of 1585924

The ratios of market cap. and of market volume of iNTC:AMD are approx. 100:1 and 40:1 respectively. Both approach all time highs. Both of these should move closer to unity during the coming months. Regards, DARBES

To: DRBES who wrote (67377)	8/2/1999 8:46:00 PM
From: Dan3	Respond to of 1585924

I know how you feel, but I'm far too conservative an investor to ever even think about shorting anything. But I look at the current market: INTC has doubled recently - is it really worth twice what it was at the beginning of the year, when coppermine and rambus were looking better, and there was doubt that the k7 would perform? The whole market is high and INTC probably couldn't resist a massive correction if Greenspan decides he has to bump rates again Theres is a chance that the crown jewel of their business could get snatched from them for the first time since Zilog started shipping the Z80. (Remember when all intel could come up with to respond to the Z80 was the 8085? But Zilog couldn't get the Z8000 to work, and IBM picked up the 8088. What if AMD pulls off another Zilog? I've picked up a few October puts. They're so cheap... if it doesn't work out, no big deal.