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To: Archie Meeties who wrote (7408)	7/31/2000 12:23:52 PM
From: chic_hearne	Respond to of 436258

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). I noted that stocks aren't ONLY trading on fundamentals. Like I said, fundamentals should be the first criteria for a trade, then on to other factors. Most of my basis for AMD and INTC come off of the fundamentals, but also off of the spin I'm expecting from ANALysts. I'm not so sure the SOX topped in March. Maybe I'm wrong and miss the short on INTC, maybe not.