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

To: Process Boy who wrote (87187)1/14/2000 11:45:00 AM
From: kash johal  Read Replies (3) | Respond to of 1572776
 
PB,

Todays price action is kind of amazing.

Intel has lifted all boats.

I just bought 20 sawml.o at 11 1/2 as a hedge.

Amazing what some of the stocks are doing - even those unrelated to intel.

regards,

Kash



To: Process Boy who wrote (87187)1/14/2000 11:53:00 AM
From: Goutam  Read Replies (1) | Respond to of 1572776
 
Hi PB,

Of course, the strength of INTC's earnings and forward looking guidance of strong demand has nothing to do with AMD price action.

Well... strength in INTC is benefiting the entire semi sector. Now, do you think AMDs price action has nothing to do with AMD? :-)

Goutama



To: Process Boy who wrote (87187)1/14/2000 12:35:00 PM
From: Charles R  Read Replies (1) | Respond to of 1572776
 
PB,

<Of course, the strength of INTC's earnings and forward looking guidance of strong demand has nothing to do with AMD price action.>

Of course it does. The perceived blow-out quarter from Intel has set a very favorable tail-wind for all stocks semiconductor and otherwise.

Nevertheless, people like Cramer, I suspect, are buying because they see that Intel lost market share in the quarter and there is only player who could have picked it up.

Chuck


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