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To: Earlie who wrote (57074)	10/8/2000 6:53:14 PM
From: sylvester80	Read Replies (1) \| Respond to of 93625

Earlie, You still avoided answering my question and I'm glad to hear you don't own any AMD stock (I'm sure you'd be very upset if you did. I am.). You did say that AMD kicked butt. But AMD going from 48 1/2 to 21, does not look like butt kicking to me. Unless you meant that AMD got its butt kicked. AMD's stock performance shows that it got it's butt kicked (unless of course you have another explanation). How do you also explain that AMD's CEO Sanders sold out millions and millions of shares at much higher prices? Do you think he might have had some insider information? <g>

To: Earlie who wrote (57074)	10/8/2000 7:32:19 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

Earlie careful with that comparison between AMD and INTC, AMD'a operating margins are around 10% (TTM) while INTC comes in with 30%, guess who has the wherewithal to withstand a little "price war". So far, AMD got lucky because INTC seems to still be capacity constrained and for a change, AMD executed close to "flawlessly" (quite not to norm), but once a glut in those CPU develops, AMD might have a real battle maintaining profitability. I would say that if AMD breaches about $21 (the top of the range of their last "breakout"), it would probably mean that this phase of success might be over for a little while, particularly if the PC "slow down" in growth develops into a "negative growth" scenario (INTC break of $55, was already a major warning, last week's breach of $40 (breaking a ten years intact uptrend) almost signals the onset of a bear market for the sector). Best, Zeev irrevolute.iuma.com