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To: chic_hearne who wrote (7347)	7/31/2000 9:24:28 AM
From: cfimx	Respond to of 436258

>>. Name one other commodity stock with a P/e of over 50 that is gaurenteed to have lower profit growth in 2001<< If I'm intc, call me anything you like. I have one two-bit competitor in amd, and i get 40% operating margins on my business. some commodity!! having said that, i agree that it isn't a cheap stock. but you better look at their business again.

To: chic_hearne who wrote (7347)	7/31/2000 10:26:16 AM
From: patron_anejo_por_favor	Respond to of 436258

<<Name one other commodity stock with a P/e of over 50 that is gaurenteed to have lower profit growth in 2001>> HO HO HO! Dell fills the bill!

To: chic_hearne who wrote (7347)	7/31/2000 10:43:02 AM
From: Archie Meeties	Read Replies (1) \| Respond to of 436258

YHOO will not go to 250, 200, or even 150, and the SOX topped in March. In your post to the patron you noted that stocks aren't trading on fundamentals, but you idea for an intc short is based on a fundamental argument (as well as your fondness for AMD).