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To: Defrocked who wrote (27768)	4/20/2000 8:51:00 AM
From: Defrocked	Respond to of 42523

RMBS implieds are incredible..150% or more for May's.

To: Defrocked who wrote (27768)	4/21/2000 11:17:00 AM
From: NickSE	Read Replies (1) \| Respond to of 42523

That makes two of us. I took my initial position at 34 and another at 46. IMO, it's AMD's game to lose at this point with two new lines about to be released (Spitfire and Thunderbird) already receiving praise and Intel's current woes (i.e. i820 chipset fiasco and lack of supply). I've actually added some AMD over the last few weeks. ~~~~~~~~~ AMD Earnings Conference Call Summary amdzone.com ~~~~~~~~~ Intel CuMine supply problems a twisted, complex tale theregister.co.uk What is totally extraordinary to outsiders like ourselves is that a series of problems, some of which were outside Intel's control and some of which were definitely the firm's fault, have opened a wide window of opportunity which AMD looks like it will use to the full. Distributors and smaller system builders were the first to feel the Intel pinch, and while they were suffering, AMD was schmoozing with the channel like never before. That pattern is continuing, it appears. The PC builders who alerted us to the latest shortage of Coppermine processors have customers and need to fulfil orders. Some, in fact quite a large percentage, of those customers, are Intel loyalists and simply do not want to use AMD chips. Dell has always been regarded with deep suspicion by a cross section of the PC industry - not just the channel but also IBM, Compaq and the like. If Dell is continuing to get the lion's share of Intel's output of microprocessors, that will antagonise these firms ever the more and likely throw them further into the arms of Jerry Sanders' AMD and its performing Athlon. Intel's results are out tomorrow evening and will bear closer scrutiny than ever. ~~~~~~~~~ Nick