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

To: chic_hearne who wrote (12253)	10/9/2000 11:41:06 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 275872

Chic, How low did the Naz get earlier this year?

To: chic_hearne who wrote (12253)	10/9/2000 11:43:43 AM
From: DRBES	Read Replies (1) \| Respond to of 275872

re: "AMD going from 8% to 12% in Europe does not explain Intel missing revenues by $300 million." It does go a long way towards that if the 4% is in the upper end of the line and is causing delays in IT decisions until the dust settles. Patient Regards, DARBES

To: chic_hearne who wrote (12253)	10/9/2000 12:14:01 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Chic 300 is kinda low actually, IMHO. Remember for amd to cause it does not imply that those 300 mil went into amd pocket. Extra 4% is likely to cause overall price drop. Regards -Albert

To: chic_hearne who wrote (12253)	10/9/2000 12:21:01 PM
From: niceguy767	Respond to of 275872

chic: INTC is missing owing to declining ASP's (vs. AMD's increasing ASP's) combined with the significant devaluation of its investment portfolio which is crimping their recent strategy of propping up overall revenues by capital gains...