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

To: Steve Porter who wrote (105050)	4/13/2000 12:28:00 PM
From: 5dave22	Read Replies (1) \| Respond to of 1573902

Steve, it will be interesting to see how the market reacts to INTC's earnings. ASPs are definitely down, and might trend down next quarter. On the other hand AMD ASPs are trending up. But Intel is selling a sh**load of chips and I think the market will like that. I almost bought back in @ $123. I sold some INTC recently to buy some more AMD in the mid-50s. I'm going to take some $$ off AMD and put it right back into INTC and increase my position in GTW. Good thoughts on options earlier today, thanks! Dave

To: Steve Porter who wrote (105050)	4/13/2000 12:34:00 PM
From: Epinephrine	Read Replies (1) \| Respond to of 1573902

Steve Porter (Steve), I agree with you. A strong second quarter will benefit all players. Even Jerry said that in his CNBC interview this morning but to upgrade INTC based on positive AMD comments regarding their expectations for Q2 without mentioning or upgrading AMD seems very convoluted to me and that is what I was chuckling about. :) Regards, Epineprhine

To: Steve Porter who wrote (105050)	4/13/2000 1:30:00 PM
From: tejek	Respond to of 1573902

While you guys ar eall chuckling about that upgrade, the analyst that made that call is right. If AMD is demand constrained, Intel will be demand constrained Steve, I don't believe anyone said AMD was demand constrained. However that was not my issue in any case. The analyst's announcement was not unlike someone announcing the funeral of a person who is dying but not dead. In his effort to get a jump on things, the analyst made his announcement before Intel had even reported. Karma would be that there is something in Intel's report that makes the analyst's premature call look seriously stupid. ted