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To: Yogi - Paul who wrote (8855)	10/11/2000 8:03:15 PM
From: LK2	Respond to of 9256

AMD posts strong EPS and revenue growth. "AMD reported its overall processor unit sales were up more than 50 percent from the year-ago quarter and 10 percent from the second quarter, with revenues of $625 million." So for the moment, anyway, AMD doing better than INTC, in the PC segment. Separately, "AMD in its earnings report said it would sell all the flash memory it can manufacture." dailynews.yahoo.com Regards, Larry

To: Yogi - Paul who wrote (8855)	10/12/2000 1:48:25 PM
From: Gus	Read Replies (1) \| Respond to of 9256

Forget everything else but don't ever forget to invest in outstanding management for the long term. 10.7 billion profit and growing... helluva number, If nothing else. Interesting thought: if a company like GE is even moderately successful in fundamentally changing its revenue and cost structures by carving out $12 billion in operating expenses over the next 18 months then doesn't that make a lot of its competitors highly inefficient before its time? Since a high level of inefficiency ultimately leads to overvaluation then is cheap truly cheap for reasons that may defy current conventional market wisdom?