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

To: tejek who wrote (69631)	8/23/1999 10:59:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573849

Ted, <I suspect the institutions are getting nervous with the buzz around the Athlon.> Since most professional moneymen don't think AMD can execute, I have a feeling it has to do with the depth of the price cuts more than Athlon buzz. (I have a good handle on Intel's pricing curves and new product introductions and I think that any analyst who keeps track of Intel's pricing cannot miss the deviation from normal. Now some of the sell-side guys may not even understand what a price curve looks like but i expect the buy-side guys to have caught the significance of the price move) <BTW it looks like ALSC has broken out....it would be nice if it makes a big climb like CY> I pulled half my money out of ALSC and am completely out of CY. <Maybe tomorrow since AMAT got a reiteration today and was up over two.> Unless AMAT sees a more robust book to bill, I will probably not get back into most of the semis - my experience says they are pretty fully valued at this point. I could be wrong but will not have any regrets if the sectors doubles from here in the next few months. AMD is the exception depending on how they do over the next few weeks and probably RMBS if it gets beaten down severely after Intel Developers conference and the PC-133 news. Chuck