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To: kash johal who wrote (100158)3/2/2000 2:45:00 PM
From: Tony Viola  Respond to of 186894
 
Kash, >Even a deaf and dumb intel investor can figure out AMD has 2 tricks.

Flash and CPU's.


The overwhelming publicity item about AMD is that they compete with Intel in you know whats. That just about overwhelms any idea that they're into flash. How often do you hear an analyst mention flash and AMD? I know, maybe they should spin flash off a'la COMS and Palm. Owners of AMD would get shares of AMDflash when it goes public. Then they can throw out AMD like an old dishrag, also a'la COMS today.

If AMD scores another good quarter, but then goes down or stays flat, my theory will be more validated.

Oh, Kash, losing it a bit in posts lately?

Tony