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To: Jack of All Trades who wrote (12483)	4/12/2000 6:46:00 PM
From: CAtechTrader	Read Replies (1) \| Respond to of 35685

Jefferey AMD's numbers are all about AMD getting its internal house in order...AMD always had good demand, they just could never manufacture at a profit for long...AMD's quarter is really about internal improvement, not biz taken away from INTC...the market is playing this like a good number for the whole sector...a "growing pie", not one player taking from another..also 2.6 million INTC shares after hours is not "thin" trading. INTC is no RMBS!

To: Jack of All Trades who wrote (12483)	4/12/2000 6:54:00 PM
From: CAtechTrader	Read Replies (1) \| Respond to of 35685

Jeffery,fyi..a lot of AMD's performance was in Flash Memory, demand is off the charts for mobile devices and AMD cannot keep up with demand..this speaks well for "non INTC" items driving the performance, it also speaks volumes about 2 of our favorite stocks that also happen to be flash memory companies...SSTI and ATML, look at both of those stocks and see how well they are holding up in this decline...if anything flash memory stocks seem poised to be leaders on the upside once the NAZ slide subsides.