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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (2860)6/28/2000 3:10:00 PM
From: Steve Lee  Respond to of 30051
 
Intel officially named the Pentium 4 today so I guess the launch is impending. I don't expect it to hit AMD's bottom line straight away but it might make some AMD "investors" start asking what is going to happen when AMD stops thriving off Intel's inability to supply its customers.



To: Logain Ablar who wrote (2860)6/28/2000 3:13:00 PM
From: Zeev Hed  Read Replies (3) | Respond to of 30051
 
AMD looks interesting here, any idea why the weakness in the last few days?

My instinct few minutes back to take a small loss on the last RMBS trade proved correct, RMBS just printed $104.

I also took my "chips" off the table in ELON, got $63.25 (a good $2 bucks from the top <g>). Nevertheless, for few days, 15%, not too shabby. I think it has the $70' writtenm over it, but I'd like to see how a retrenchment develops there.

Zeev


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