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

To: Charles R who wrote (106628)	4/18/2000 5:04:00 PM
From: Cory Gault	Read Replies (2) \| Respond to of 1574332

Chuck: All estimates included "interest income and such". Same BS from you as last quarter. Here are the headlines.... Message 13456951 CG

To: Charles R who wrote (106628)	4/18/2000 5:16:00 PM
From: kapkan4u	Read Replies (3) \| Respond to of 1574332

Cap gains $640M vs. $500 guidance. $140M difference or more than $.04 a share. Another BAM, BAM quarter for Intel. Intel's real EPS: $.78 (with acquisitions costs) minus $.17 (tax credit) minus $.19 (cap gains) equals $.42 a share Kap

To: Charles R who wrote (106628)	4/18/2000 5:17:00 PM
From: Jim McMannis	Read Replies (5) \| Respond to of 1574332

RE:"Look at the numbers - interest income and such, it is financial engineering at its finest. Look at the forecasts and look at the comments about "supply" being tight. And look at Gross Margins being 61% for the year (down from 63% now" They did the same thing last quarter and got away with it. Now they are closer to Willy. I think after an initial knee jerk reaction...the Intel love fest will continue. Tight supply is the key here. Again, after after any knee jerk reaction...the rest of tech looks good...any weakness is Intels alone. Good for AMD. 61% vs 63% margin. Every ones other brother on this thread expected a loss of margins because Floppers sweet spot is a lot lower than Athlons. (No kidding). I think Intel did darn good to make 61%. Again, the average Intel investor will say that it's well within the norm. Then again, we will all find out just how good Intel did vs expectations tomorrow when the real market opens. Jim

To: Charles R who wrote (106628)	4/18/2000 6:53:00 PM
From: Goutam	Read Replies (3) \| Respond to of 1574332

Chuck, This is what I heard on CNBC just few minutes back. An analyst (sorry forgot his name) saying that AMD has better upside potential than Intel (he did however add the cautionary statement about past AMD problems with not being able to deliver chips in quantity). The most interesting thing that was mentioned related to a price war, a CNBC reporter said if AMD decides to cut prices in the future, it may put Intel in tough situation - either cut the prices or lose the market share. This is the first time I'm seeing the reversal of perception of AMD and Intel in the media wrt price war issue. Goutama