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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (123546)	9/6/2000 4:44:30 PM
From: Cory Gault	Read Replies (1) \| Respond to of 1571987

"I'm sorry but I just can't see earnings being anything but stellar...from AMD and Intel... These Kramers on Wall Street just came back from their vacations in the Hamptons. When they saw the NASDAQ had made a nice run they just HAD to trash the market in order to get their select clients and companies a better deal... and they made a nice profit to boot..." Jim: Yep....thats the game. I think this 10 year bull run is looking a little winded. Stellar earnings don't seem to have the effect they did a while back....just an observation.

To: Jim McMannis who wrote (123546)	9/7/2000 7:42:37 AM
From: Road Walker	Read Replies (2) \| Respond to of 1571987

Jim, re: "I'm sorry but I just can't see earnings being anything but stellar...from AMD and Intel" I don't think that's what the market is worried about, this quarter is essentially over. With all the FUD coming out of SSB, PJ and now the reports of soft DRAM demand and prices, I think the market is worried about guidance for Q4. Intel was priced for huge growth, so was Micron, AMD is probably less vulnerable on a longer term (this year) basis. If the huge growth isn't there, well... I don't know if the market is softening or not, what do you think? John