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

To: xun who wrote (105792)	4/15/2000 12:44:00 AM
From: Charles R	Respond to of 1574127

panic, <This does not bode well for the likes of INTC, DELL, etc. famulus.msnbc.com > That was a nice article. Thanks for posting. I wonder what the folks who like to give a PE of 60 to investment income feel about this development! <What do think if INTC misses a penny or provides dire Q2 guidance? Do you think if it's possible for some big name analysts to downgrade INTC and upgrade AMD simultaneously?> Possible but I wouldn't count on it. There is too much of lemming like mentality in the short-term. Chuck

To: xun who wrote (105792)	4/15/2000 5:20:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 1574127

panic, When I suggested to Paul Engel, that it would be a better idea for Intel to give some of the profits back to the investors, if there were not any good investment opportunities in their core business. I suggested that it's not a good idea for Intel to play venture capitalist with investor's money. Paul of course laughed off the idea and pointed to Q4 gains. Well, I am not sure how he would feel to find that he became an investor in eToys and CDNow through his ownership of Intel shares. Joe