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

To: Process Boy who wrote (93523)	2/16/2000 1:04:00 PM
From: Charles R	Respond to of 1571206

PB, <Only off a few paltry bucks so far in pre-market. Also, this info was known in the morning yesterday PST, and I'm guessing before the market closed. Why didn't the dump occur yesterday, after Gelsingers's presentation?> I am surprised. I am amazed by the disconnect between this stocks movement and the damage that has been done with the confirmation of Timna pull-out. <I'm just curious as to your conclusions that there is a RMBS dump eminent due to the reasons you infer. > The only prayer RMBS had of getting meaningful revenues this year was from Timna (except for PS II whose business potential does not compare with the PC side). The lawsuit angle is a nice potential thing but it may take a long while for it to be resolved. One of the reasons I got out was because I am pretty certain that Intel is not going to ship too many 820s. Right now 2000 is looking like toast for RMBS. RMBS as of yesterday has become a confirmed 2001 story. That is terrible news. In this industry the farther out a technology gets the slimmer are its chances of success. Chuck