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

To: SteveC who wrote (106497)	4/18/2000 11:46:00 AM
From: 5dave22	Respond to of 1573718

Steve <Not that I think AMD is a threat to Intel like Sun is to IBM> Ah! Blasphemy! Dave

To: SteveC who wrote (106497)	4/18/2000 11:54:00 AM
From: chic_hearne	Read Replies (2) \| Respond to of 1573718

Re: IBM keeps blaming the Y2K slowdown for its poor revenue growth and market analysts have figured out that it is Sun that is true reason for Big Blue's weaknesses. Maybe the same with Intel and AMD this time. Not that I think AMD is a threat to Intel like Sun is to IBM Steve, I take it you don't know to much about the current state of servers. More specifically, SUNW and IBM servers. chic

To: SteveC who wrote (106497)	4/18/2000 12:14:00 PM
From: Pravin Kamdar	Read Replies (5) \| Respond to of 1573718

Steve, I am very worried about Intel's results. I sold everything but my AMD this morning (made a nice $18 per share profit on NVDA over the weekend). I saw Donkeyhole Kumar on CNBC this morning talking about Intel's upcoming earnings (he looks like a little monkey!). Mark mentioned that it did not look like Intel had a very high growth rate. Kumar responded that, "it is a unit volume and margin expansion story; not a top line growth story." The little monkey looked very uncomfortable when he said that -- almost like he knew how stupid he sounded. Personally, I don't think investors care what kind of story it is if it does not lead to earnings growth! I've got a bad feeling about this one. And, of course it could pull the whole market down -- including AMD. But either way, we win. If Intel reports a bad quarter (or gives bad forward looking guidance), the market will tank, and we get to pick up some bargains for some nice short term trades. If Intel comes through with a great quarter, AMD moves up with the rest of the SOX. Pravin.

To: SteveC who wrote (106497)	4/18/2000 12:25:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1573718

steveC: It's interesting to review the past 6 months performance of AMD relative to Nasdaq and to Intel...It is fairly obvious that AMD has been the outperformer in a relative and absolute sense...Another way of saying the same thing is that there has been a reduced correlation between AMD and INTC/Nasdaq prices...Having said that, there may be some kneejerk short term negative influence on AMD of poor INTC earnings, but unless INTC earnings were so negative (which i doubt) that they take down the market once again, AMD should continue with its pronounced upward bias for the foreseeable future...AMD is almost disengaged from any INTC and Nasdaq possible negative influences, imho! (AMD remains the biggest bargain in the marketplace at current price of $77, imho...I'm still looking for the next 30% price increment (we may be in it right now) in the near term...not unlike the 3 previous price surges that have occurred since November)...