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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: AK2004 who wrote (2841)	7/28/2000 10:06:21 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Albert, <gotta run but Paul got really upset on another thread because I pointed to the internet failure. He seems to be extremely sensetive to any negative news about intel.> Doesn't surprise me. He was a big fan of diversification and took every opportunity to point out why AMD was bad because of lack of diversification. Either he had his blinders on the man does not understand the importance of focus. <ps It kinda funny but I looked at intel spread due 2003 between 130 and 160. The price was very attractive but I really was not eager to buy so I put a bid that was few points below the price. I did it just for fun because no matter what happens the 2.5 years spreads do not change their price by few points in a day especially if they are priced attractively to begin with - to my BIG surprise the order was executed few minutes before closing bell. I guess in sell-off panic someone forgot how to price :-)) > Good luck. Intel's PE is way out of line with its growth rate. Either there is going to be a day of reckoning or this puppy is due for a long bout of stagnation. Most probably the latter. (Intel in 00s could be the IBM of the 80s) Chuck