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To: Glenn D. Rudolph who wrote (100253)	4/12/2000 7:49:00 PM
From: GST	Read Replies (1) \| Respond to of 164684

Glenn: I think INTC will trade up and perhaps by quite a bit until people think about it. I bought puts on IBTC at 145 and sold them too soon around 130. INTC might bounce -- but they have potential downside to 80 IMO -- and of course my opinion is pure speculation. Good luck.

To: Glenn D. Rudolph who wrote (100253)	4/12/2000 8:12:00 PM
From: GST	Read Replies (1) \| Respond to of 164684

INTC market cap -- over $400 billion. AMD market cap -- about $11 billion. AMD sees increase in earnings going forward. Lets say they can earn 6 dollars next year. At a multiple of say, 30, which is half the multiple of INTC, that would be 30x6=$180 per share. INTC is not going to do as well as AMD, and could in fact come down to a lower multiple as their near-monopoly status comes into question. It is not hard to imagine incredible growth off such a small market cap -- nor is it likely that a company with a 400 billion market cap has the same kind of growth potential.