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

To: Process Boy who wrote (70492)	9/1/1999 1:37:00 PM
From: Charles R	Respond to of 1573824

PB, <It's called sell on the news, ....> I disagree. My understanding of the run-up has to do with the expectations of strong 3Q and 4Q and very little to with Merced or CuMine status. If the stock moves down after posting a good 3Q, I would consider that selling on news. I thought yesterday was status quo for Intel. Not good, not bad. Achieving 700+MHz on 0.18nm might be a great feat on CuMine but it is tough to ignore that competition is promising the same MHz on 0.25. <I don't recall being able to correlate INTC share price to what's going on at IDF. That's silly.> I do not have any historical data to correlate INTC stock price with IDF but my experience is that these kind of events tend to be the place for hyping up new stuff and getting some buzz going (and moving the stock price in the process). I don't know if it is silly or not but judging by the price action it looks like the networking news today was seen a lot more positively than the CuMine/Merced news yesterday. Chuck