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

To: Charles R who wrote (70474)	8/31/1999 2:36:00 PM
From: kapkan4u	Read Replies (1) \| Respond to of 1573766

<Boy, my timing on INTC sucks. Got out of my short because of Niles and potential IDF news and now it moves south on me.> I myself came to within 1/16th of shorting INTC at $84. Oh well, at least my AMD position has been a screamer lately. Kap

To: Charles R who wrote (70474)	8/31/1999 6:27:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1573766

Charles - <I am with you on that one as far as servers are concerned but judging from the stock price, looks like IDF is not working for Intel. I guess the analysts didn't like the news of 733MHz PIIIs either - doesn't cut the mustard. Good day for AMD longs.> You don't really believe this stuff, do you?? If you do I'm pretty surprised. It's called sell on the news, and it wasn't even a significant "sell", considering the run-up Intel's had in the last two months. INTC at 80-85 at this point in time is fine. I don't recall being able to correlate INTC share price to what's going on at IDF. That's silly. PB