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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (126261)	10/17/2000 10:52:57 AM
From: Elmer	Read Replies (3) \| Respond to of 1580224

Hey where's NiceGuy? I thought I'd stop by here and ask him if AMD's taking off for the moon? EP

To: Road Walker who wrote (126261)	10/17/2000 12:32:36 PM
From: tejek	Read Replies (1) \| Respond to of 1580224

John, One thing I want to point out...and maybe you are the wrong person to point it out to....there are many Intel longs who complain of the paranoia and killer mentality that AMD longs have towards Intel. Well, I think you are seeing at least some of the reason for that animosity today. Unfortunately, if there is to be a battle, AMD is seen as the victim and its AMD's stock that will likely suffer the most. Reading how the WSJ perceives the competition, its very frustrating for me...there is only a vague attempt at getting at the facts. In the long run, none of this matters but I thought I would make mention of it. ted

To: Road Walker who wrote (126261)	10/17/2000 12:39:34 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 1580224

John, it's not a question of coming up short by reporting a capital loss. By normal wall street rules, if you want to treat the Micron sale as regular income, if Intel doesn't continue to come up with $2gig a quarter in cap gains, then they're going to show a drop in income. Why they want to put themselves in a position like that, beats me. I assume that there'll be some fancy footwork done, saying that, retrospectively, that $2gig should be treated as special. If you want to treat Intel like a mutual fund, maybe you should think of valuing it like a mutual fund. Which is, conventionally, at something like book value for the capital holdings. Expecting a 50x earnings multiple for cap gains is a head scratcher.