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

To: TimF who wrote (11189)	10/3/2000 9:14:40 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Tim: Something not right...As mentioned previously, there seems to be a missing piece...Heard Maria this AM talking about August semiconductor numbers being at all time highs...Hardly a "bearish" environment from a fundamental perspective, if even nearly true...However AAPL and INTC Q3 weakness seems to contradict the record August semi numbers and the market has certainly voted on the side AAPL's and INTC's weakness...Could the market be wrong by broadbrushing negatively all semis??? Unquestionably wrong based upon what I see...and October 11 will provide the factual data to demonstrate conclusively that AAPL's and INTC's weaknesses derive from product ASP's that are no longer competitive now that the Athy has arrived on the market stage!!! What August record semi numbers sugeest to me is that somebody's eating AAPL's and INTC's lunch...Got a feeling I know who that somebody is!!!