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

To: f.simons who wrote (5782)	8/20/2000 5:53:33 PM
From: Mani1	Read Replies (1) \| Respond to of 275872

Frank re <<Have you ever wondered why almost all the people on the face of the planet who think that Intel's capital gains are bad are AMDroids?>> That is no where close to being accurate. Analyst and media have been extremely critical of Intel in this regard. And I am sure all the INTC investor will also be critical after the capital gains diminish and year over year comparisons will look poor. Mani

To: f.simons who wrote (5782)	8/20/2000 8:30:35 PM
From: niceguy767	Respond to of 275872

Hi frank: Just no reason of a fundamental nature not to be highly optimisitic about AMD's growth rate over the foreseeable future...I must say, I just don't have the same level of confidence in INTC's near term prospects given the "microprocessor production pickle" that seems currently very evident at INTC...Like I said before...no problem here holding AMD at $70, but all kinds of uneasiness for me holding INTC at $70...Just looks from my vantage point like 2 companies going in opposite directions on the micrprocessor front...Maybe INTC will weather the current storm by transitioning out of microprocessors into merchant banking where no doubt they seem to exhibit much greater expertise, by any recent standard of measurement!!!

To: f.simons who wrote (5782)	8/21/2000 9:00:09 AM
From: that_crazy_doug	Respond to of 275872

<< Have you ever wondered why almost all the people on the face of the planet who think that Intel's capital gains are bad are AMDroids? The rest of the world seems pretty happy with things at Intel. >> Why people here feel like beating up Intel the stock is beyond me, because it's intel's technology that either will or won't beat AMD not how they treat capital gains on their books. Just part of the grand pissing contest, my stock is better than your stock game I suppose.

To: f.simons who wrote (5782)	8/21/2000 12:34:37 PM
From: EricRR	Read Replies (1) \| Respond to of 275872

Have you ever wondered why almost all the people on the face of the planet who think that Intel's capital gains are bad are AMDroids? The rest of the world seems pretty happy with things at Intel. Frank- I own some share in a closed end mutual fund consisting of liquid securities. The manager of that fund sells (converts to cash) a little bit of such holdings every year, and dubs it "earnings." Some under pressure from the fund, some "Analyist" decides to value my shares using price to earning ratios as opposed to the book value. The market sees that such sales consecutively increase and proclaims that "earnings are accelerating." I decide to sell my shares to someone who believes the analyst's valuation. If you are that person, then let me recommend some great "companies" in Albania.