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

To: Steve Porter who wrote (107260)	4/21/2000 7:11:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1572500

Steve, I have a 2 week $95 price target for this stock. My guess is we could break $100 by May 12th. I don't think the importance of the Celeron delay by Intel can be overstated. I think this delay will directly lead to the adoption of Spitfire by Dell. Once in the door... Pravin.

To: Steve Porter who wrote (107260)	4/21/2000 8:07:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1572500

Steve Porter: Re: "I have a 2 week $95 price target for this stock." Comment: Woudn't surprise me one iota, assuming reasonable stability in general markets. My charts suggest we're overdue for another 30% runup, not unlike the 4 we've seen since November except possibly larger and swifter...I'm definitely picking some more calls up this week! Revisiting the "big money" theory, no AMD didn't get through $80 by April expiry as suggested correctly by you...but it's still inconclusive in my mind as to whether "big money" and or "option crosscurrents" theory had much to do with keeping the lid on AMD...In dismal general markets AMD outperformed all other equities as far as I can tell.Would have been interesting to see AMD's performance in stable markets...a better test for the "big money" or "option crosscurrents" theses would have occurred had general markets been stable...School is still out in my mind as to the reason that AMD did not cross $80 before April expiry...Not trying to undermine the fact that you were right in your suggestion that AMD wouldn't get through $80...Good call Steve...Hope your "$95 in 2 week" call is on the money too...(I think it will be!)