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

To: niceguy767 who wrote (4348)	8/10/2000 4:32:12 PM
From: ajbrenner	Read Replies (1) \| Respond to of 275872

Re: "I'm just not sure what Dell's earnings have to do with AMD" Absolutley nothing. But since when does a silly little detail like that matter in these markets? ajb

To: niceguy767 who wrote (4348)	8/10/2000 4:41:54 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

NG, RE:"I'm just not sure what Dell's earnings have to do with AMD...Hopefully, Dell comes to the inevitable realization that its future earning power can be greatly enhanced by signing up AMD..." Whoah.... Dell beating estimates by .01 means that they have been selling tons of Intel PCs...This undoubtably will be seen as a negative for AMD. Tomorrow, Dell will be up 3 and AMD will be down 3... Just like when Cicso beat estimates by .01...that was because they were getting AMD flash so cheap... If it wasn't the truth it would be funny. Jim