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To: Road Walker who wrote (98184)2/3/2000 4:50:00 PM
From: Tony Viola  Respond to of 186894
 
John, "New all time closing high today."

You are right! I had to double check, I thought for sure we had closed at 106+.


The 12 point up day after earnings, maybe you started celebrating while it was at 106, and didn't notice the little dip at the close. Whatever the case may be, 4 bucks today is 16 bucks on my average holdings pre-splits. That makes that 12 a 48! Those that saw the light before I did can make these numbers look like chickenfeed.

Tony



To: Road Walker who wrote (98184)2/3/2000 8:01:00 PM
From: Steve Lee  Read Replies (1) | Respond to of 186894
 
I think that people are now realising that the reports of forthcoming low demand do not gel with the manufacturing capability coming online. I expect this is a start of a nice runup leading into and through the IDF.

I loaded up on stock today, hedged against market hiccups with an equal value AMD short.

Looking forward to the announcements of higher frequencies and much better yields on the Coppermines, especially Xeons. Last quarters results were against the backdrop of high ramping costs and low Xeon sales. An announcement of faster Xeons with higher level 1 cache capacities would be great, as this is what specifiers want in their servers, and where Intel can make a lot of margin.