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

To: niceguy767 who wrote (88719)	1/21/2000 9:11:00 AM
From: Dan3	Read Replies (3) \| Respond to of 1571929

Gateway Full page ad today's Chicago Tribune, half page ad, New York Times National Edition. Athlon 600 - 17" monitor - $1299 Athlon 700 - 17" monitor - $1899 Athlon 800 - 19" monitor - $2599 Headline of the ad is "Leave the 20th Century in the Dust." Equivalent Dell ad from Tuesday NYT National Edition: Pentium 500E $1199 - 17" monitor Pentium 650 $1999 - 17" monitor Pentium 667 $2599 - Has slow PC700 RDRAM, not the dual channel PC800 you've seen benchmarks for, and 17" monitor. Dell can't seem to get enough 700MHZ and higher parts to advertise. What would you buy? Dan

To: niceguy767 who wrote (88719)	1/21/2000 12:38:00 PM
From: f.simons	Read Replies (1) \| Respond to of 1571929

>>...It can only be a matter of a very short time before AMD scales its all-time high of $48.50! Certainly, not much time left to purchasr below $40 for perhaps the last time!<< Your "very short time" seems to be getting longer and longer. How many months now have you been predicting 48.50 right around the corner? Is it possible that AMD got ahead of itself on earnings? Maybe the market perceives .43 as an impossible goal to repeat since it is beginning to appear that Intel's screwups of the last quarter may be behind them. The market doesn't care what you did last quarter, only what you are going to do next quarter. If AMD had made, say, .10, it would have been perceived as a very good quarter with lots of room to grow. But .43?? What do you do for an encore in an environment where Intel is finally ramping up Cumine? I could be wrong. Maybe AMD's curious price action this week is due to options trading. But I don't think so. Something more is at work here, and I believe it has to do with the market's skepticism that AMD can pull a repeat. Frank