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

To: Cory Gault who wrote (82891)	12/14/1999 2:14:00 PM
From: tejek	Read Replies (1) \| Respond to of 1571724

RE <<<In January of 1996 Intel missed earnings expectations by a few cents and "an Analyst on CNBC" came on and said "Intel was done". The stock dropped over 10 percent that day. I bought a bunch of shares that very day at 51.....Those shares are now a six bagger.....Food for thought!!>> Cory, notwithstanding my earlier post to the ugly twins, I don't expect intc to go down although I don't think this is a good time to buy since I think there is more downside to the stock. What I am looking at when I posted about the analyst/fund manager, is the implications for AMD. For a long time we have heard that intc can't keep up with very strong demand....more and more that appears to be fudd. It now seems that intc has yield problems on cumine....the implications for AMD, a better chance of getting more OEMs like GTW on board, and cpu demand, especially in the high end, may not be as strong as once predicted, meaning ASPs may not be as strong we once thought. In other words I am trying to anticipate as many hassles for the AMD stock as possible. As for the intc/AMD war on this thread, I have lost interest...so you need not be concerned that I am slamming intc every time I mention it; in fact I post every intc article, whether its positive or negative, so long as it has implications for AMD. ted