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

To: xun who wrote (87066)	1/13/2000 11:40:00 PM
From: xun	Read Replies (6) \| Respond to of 1583849

Oh, man. You guys won't believe this. I don't how to use highlight in SI. Just look for AMD. "------ Commentary : Commentary Features A Little of Everything By James J. Cramer 1/13/00 8:25 PM ET James J. Cramer chatted on Yahoo! on Thursday, Jan. 13, at 5 p.m. ET. As with all chats, this transcript is unedited. ChatYahoo_Lisa: Welcome! Creme_Delacramer: Hello everybody. Right now, as we speak, Intel is trading at $95, soft is trading higher and the market looks great and boy am I ever ready for questions on the banks, the drugs, the techs and the Yahoos!! apollyonn asks: If you had to buy one tech stock which one would it be? Creme_Delacramer: You cut me to the quick. But I will still say CISCO. The great networker. vickers asks: Where's AOL going? : Creme_Delacramer: Janus guys are saying. They love the merger and they discovered AOL before almost anyone. alwayshort asks: Jim , what methods do you use when deciding to sell? Creme_Delacramer: I have a set discipline which forces me to sell as a stock goes up but I will keep a core position as long as the fundamentals stay strong. I think Intel is about to hit a definitive upswing based on its strategy involving communications and networking, which is finally taking off. Asia is very strong for intel. pkaihla asks: RE: WCOM. One more thing, in this kind of volatility and triple-digit multiples, MCI Worldcom seems to have little downside with a forward P/E close to 20. Comment? -Paul in Toronto. Creme_Delacramer: I am sick of Bernie Ebbers and his arrogance, I am sick of this guidance down and then guidance up and I find it discouraging to be in Worldcom right here. NotBobLessin asks: So does the great INTC number mean you're jumping back into the 4-letter stocks, or still too early? Creme_Delacramer: Please, Not Bob--and I say hi cause you are a regular -- it was not the four letters per se it was the four letters that trade in 15 point increments. Intel fits perfectly into my OLD TECH embrace as I have outlined in the site, TheStreet.com. apollyonn asks: Jim what is your top b2b pick? Creme_Delacramer: Portal Software and BEA Systems would be my fave two here. DWALF50 asks: Jim, do you see more than a 10% correction in the NASD anytime soon? Creme_Delacramer: No, but individual stocks have been cut in half. EPNY, for example, is down 50%. I just saw AskJeeves lose half of its value. Akamai is down about 100 points. Those are real hits with real blood on their hands. mstick99 asks: AOL - Time Warner OH NO 2000 more CD Roms in my mail Creme_Delacramer: You better get rid of snail mail entirely. As we talk I see that intel says inventories were at record lows--you gotta love the tel here. Ohh_Brian_YESSS asks: Still dislike TYC? It is on the NYSE, after all. Creme_Delacramer: That one has gotten too hard for me. Too much of a battleground. mchow asks: What do you think of AMD stock for both the short and long term? Would you buy AMD or Intel stock? Creme_Delacramer: I can't believe it but I am long AMD for the first time and am even buying some now as we chat. I am taking 37 stock. Trench_rat asks: JjC...finally made it to your chat....any thing account on the wild run on that "new red hot" called ELON? Creme_Delacramer: People keep pumping me on that one. I am sticking with the stuff I know. sidneysealine asks: You once said that you believed a breakup of microsoft would actually be bullish, ie drive the value higher. Do you still believe that? Creme_Delacramer: Of course it depends. If they make the windows division into a dot.org it would ruin everything. Right now the plans being floated sound like something from Marx and Engels. I think Lenin would have a hard time with some of these most recent plans. ...... "------

To: xun who wrote (87066)	1/13/2000 11:41:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1583849

thanks panic_mob, looks like some people have been working after hours. I just hope it doesn't pull AMD down tomorrow with it. CNBC had it right the first time with .61 Good call Charles. I do think AMD will do better than *negative .62* for 4Q99. steve

To: xun who wrote (87066)	1/13/2000 11:42:00 PM
From: Process Boy	Read Replies (4) \| Respond to of 1583849

panic attack - From the Bursti article: Intel reported as operating income the $508 million it realized in interest and sales of equity holdings. Osha said the company had led analysts to believe that that number would be around $200 million. The other area in question is amortization of goodwill from acquisitions, which was $241 million, up from the expected $185 million. Subtract out the difference of both, and you come much closer to 61.3 cents a share, or 2 cents less than the Street's consensus. That's funny. Niles came up with a different number than Peck. kash and Charles R came up with a different number than both Niles and Peck. It's all right around consensus. And ON TOP OF IT, Intel happened to realize some investment value. PB

To: xun who wrote (87066)	1/14/2000 12:56:00 AM
From: Charles R	Respond to of 1583849

<Analysts Drew Peck from SG Cowen and Joe Osha from Merrill Lynch both said they were shocked to see that Intel's amortization costs and investment income were higher than what Intel led them to believe. Both wonder if the company is using discretionary accounting to beef up its income. Take away the extra amortization from acquisitions and the extra money made by selling stocks in an inflated market, and the company had an OK quarter. Neither firm is an underwriter of Intel. > Well! Couple of analysts seemed to have picked up the same things that Steve and I said. And both are pretty influential. Will they be heard tomorrow? I wonder. <Intel reported as operating income the $508 million it realized in interest and sales of equity holdings. Osha said the company had led analysts to believe that that number would be around $200 million. The other area in question is amortization of goodwill from acquisitions, which was $241 million, up from the expected $185 million. Subtract out the difference of both, and you come much closer to 61.3 cents a share, or 2 cents less than the Street's consensus. > The Intel longs fuming at Steve and me note the 61.3 number. <Factoring out the difference in amortization and income from stock sales, Peck also concluded that Intel would have missed the Street's estimate by 2 cents a share. > Smae numbers again! How can it be? All Intel haters getting together, I am sure. Nitwits.