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Strategies & Market Trends : The New Millenium Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (120)	1/19/2000 12:53:00 AM
From: Carl van Rooyen	Read Replies (1) \| Respond to of 540

John, just to follow up on AMD...it's obviously second tier, and I'm sure you're not that interested in it, but if you want to peek at it in terms of tomorrow's earnings, this is an interesting look at those that follow it closely: Message 12585587 Piper Jaffray upped it about ten days or so ago from -.01 to .05. They call it topped here though, after its run last week. And, as we know, these analysts are right on with their targets.<g> I think some other geniuses bumped their estimates as well. Haven't had the time to research it thoroughly, but I get what you're looking for - not one which is only now getting in the black. Market share increase could raise an eyebrow though, if it's as big as I've heard...a 5 or 6% increase last Q for AMD might make one do a little more pondering over all those naked INTC put sales. I was happy for RFMD and CNXT holders today.