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

To: Charles R who wrote (107311)	4/21/2000 11:42:00 PM
From: Joe NYC	Read Replies (2) \| Respond to of 1572751

Good article on Ace's Hardware (thanks to JC for the link): aceshardware.com Joe

To: Charles R who wrote (107311)	4/22/2000 12:05:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 1572751

Chuck, All the semiconductor companies are doing great. eu.st.com Scumbria

To: Charles R who wrote (107311)	4/22/2000 12:33:00 AM
From: SteveC	Read Replies (2) \| Respond to of 1572751

Monday and Microsoft: I'm concerned also about how the NASDAQ will perform on Monday. Intel's numbers were underwhelming but at least it put a positive spin on the remainder of 2000. Microsoft displayed much more than its usual caution, trying to reduce expectations for the next year. We ended the week on two down days and the beginning of next week might continue the bear market we've been in for a month. The news AMD is sold out for 2Q 2000 should send it over $80 on Monday, but once again I fear larger forces will undermine AMD's share price. Long term though, I certainly do like that AMD is forecasting production 31.8 million Athlons in 2001. It's scary to think what the upside potential for AMD's earnings in 2001 if Athlon continues to excel and everything else stays stong, maybe $12 a share (and that is taking into account taxes & Dresden depreciation). The slow global PC growth forecasts for 2000 have turned out to be worthless. The whole world wants to get on the Internet, and for the next couple of years they'll be logging on with PCs. With quality laptops now close to $1,000, many people in the U.S. are going to get one as a second home PC. I think sub-$1,000 laptop sales will explode during the 4th Quarter 2000 with AMD chips gaining the lion share of the market. Finally, does anyone think Intel really does have the capacity to produce higher speed Celerons now? The new Celerons were about the same speed as Intel's sweet spot on the PIII. It would have been dumb to flood the market with equally fast Celerons given AMD is already maxed out -- Intel would have only been undercutting its own profit. Intel does lose some revenue, but maintains its overall price structure and keeps its ASP high.

To: Charles R who wrote (107311)	4/22/2000 12:45:00 PM
From: tejek	Read Replies (1) \| Respond to of 1572751

Nice catch! Absolutely fantastic article. I see many favorite lines, but, since I see a phenomenal amount of bull currents on this thread, I will turn around and play devil's advocate. The bull currents are justified.....business is good and getting better. There will be time aplenty for the bears...might as well enjoy the good times while we can. Come Monday MSFT guidance may kill the market. What do you say the odds are the markets are going down on Monday? I say 70/30. ted