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To: AllansAlias who wrote (27103)	10/11/2000 7:33:59 PM
From: MythMan	Respond to of 436258

Oh, a Red Sox fan, eh? -g-

To: AllansAlias who wrote (27103)	10/11/2000 7:44:31 PM
From: chic_hearne	Read Replies (1) \| Respond to of 436258

Thanks for your concern wrt AMD. I should just give up on that sucker. It was very good to me early in the year, but lately doesn't listen to me. If it stays at this friggin $23.5 (which by the way is max pain for chic) I'll only have my XLNX and ALTR gains wiped out, which ain't too bad, I didn't bet that hard this Q. [actually, that's a pretty good piece of coin I could lose] Really, I wouldn't be shocked if they take the sucker out tomorrow, it was a pretty disappointing report. For the sake of the markets, they may try to hype it up to cause a rally. We'll see. I'm ***VERY* serious about what I wrote earlier today. From what I said earlier, you could extract out that product was ditched on the market at low prices in order to get it out the door. Not good for the whole industry IMO. ______________________________ A word about the AMD earnings, which I view as absolutely mission critical to the markets. Consensus is $.62 I've ran the numbers over and over and I can't come up with anything lower than $.75 even after factoring in the potential weakness in PC's. Q1 I was under by $.30 and Q2 I was under by $.03 (BTW- my past two guesses were both closer than ANY of the ANALysts). If they earn under $.70, I think this signals MAJOR problems ahead for the semi's and the PC's.** Say they beat by $.05, the talking heads will be trying to pump up the sector, but I'll be getting VERY worried for those sectors. FWIW- my estimate is $.78 with revs up 10% sequencially. I wouldn't be surprised if they crush these numbers.