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

To: kash johal who wrote (86995)	1/13/2000 7:36:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1572605

Kash, Our thinking is on the same vector ;-) Chuck

To: kash johal who wrote (86995)	1/13/2000 7:38:00 PM
From: Cory Gault	Read Replies (2) \| Respond to of 1572605

kash: As always, a pretty fair analysis. Out of curiousity...how many people who frequent or lurk here own both INTC and AMD. Anyone but me? Oh I forgot about Paul, anyone else? AMD next week should be good for a serious run-up. CG

To: kash johal who wrote (86995)	1/13/2000 11:14:00 PM
From: Petz	Respond to of 1572605

kash, re:<The implications are that either the market didn't grow as expected or AMD had one hell of a quarter ie over 7M units. All indications are that demand was robust. So 6M K6-2's and 1M+ K7's sound pretty reasonable to me. Perhaps AMD will challenge Intels per share profits after all!!!!> Glad I picked up some AMD Jan 30 calls at 6 at 3:58. Here's another good thing -- for the first time, non CPU businesses at Intel contributed significantly to profits, as you implied that they were responsible for all the the upside. This should take some to the pressure off of the CPU group to squash AMD and maintain market share. Petz