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

To: Process Boy who wrote (91407)	2/3/2000 8:44:00 PM
From: brushwud	Respond to of 1575761

I have cost basis in INTC in single digits. I also add to my Intel holdings every month. I also participate in the employee stock p[participation plan. Man, if you worked for any XYZ Corp. any financial adviser would tell you to diversify! Why do you think Andy & Craig sold last month? Even if you bought AMAT or XLNX that would make more sense. You're saying you add to your Intel holdings every month in addition to the ESPP? You're saying your basis is single digits even though you buy more every month? You must have a million bucks of Intel, a mortgage, and a minivan.

To: Process Boy who wrote (91407)	2/4/2000 1:09:00 AM
From: tejek	Read Replies (1) \| Respond to of 1575761

PB, If I knew for certain that revenues for Intel would be flat YOY at the end of Q1 and that earnings would only be $.20 per share, I still would not short Intel. Why? There are a few stocks on the Dow and the Nasdaq that you do not short because they do not behave like any other stocks. Do you think that Dell, with all the sh*t that has come down on that company, would still be trading at $38 if it were any other company. And that's true of Intel too. Almost every tech/growth fund has a large position in Intel. Its the fav of every hedge fund as well; not to mention the retail customer. Consequently stocks like Intel defy the laws of gravity.....eventually, if they don't get their act together, they do go down but it takes a lot of screwups to make that happen. So if someone won't short Intel, its not because they are fearful; its 'cause they are not stupid. ted

To: Process Boy who wrote (91407)	2/4/2000 8:40:00 AM
From: niceguy767	Read Replies (1) \| Respond to of 1575761

Hi PB: Re: "<That ratio of $100 to $36 that we've been talking about over the past week is likely to be much smaller by year end.> I'm in INTC for the long haul. I have cost basis in INTC in single digits. I also add to my Intel holdings every month. I also participate in the employee stock p[participation plan. I am very bullish on Intel's LONG TERM PLAN to provide Silicon content in various growth areas going forward. I also like the way Intel is aggressively expanding its capacity at the moment. This says A LOT about how Intel views the health of the business for the next 5-10 years." Comment: One year is long term in this industry and for the year 2000, it is my position that ROI on AMD at $36 will be greater than ROI on Intel at $100. With respect to the longer term, Given only 150 million shares, AMD offers tremendous leverage compared to Intel in the event the "spry Athy" turns out to be half the success current indicators suggest it will be...The PWeeIII is a "second best" processor, that is, if you can find one to test!