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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (7003)	10/31/2000 9:23:14 PM
From: Mark Johnson	Respond to of 30051

<<<You know, after the EMLX hoax, one never knows, I was hoping this was one as well>>> Please clarify the above statement.....Were you "hoping" that RMBS was a victim of a hoax this morning.........????????...or that you were worried about the RMBS technology being snubbed by INTC hurting, RMBS shareholders..... We all know how well you profited from the EMLX hoax (you posted your winning trade here).... Tell us your wording was wrong....or that you are english challenged.....pppppppplease Zeev.............or just looking to ride the coatails of another hoax.....

To: Zeev Hed who wrote (7003)	10/31/2000 10:31:51 PM
From: Bosco	Read Replies (1) \| Respond to of 30051

Hi Zeev, Tim & all - ALTR has just disclosed on its website lower guidance biz.yahoo.com do you think it will hurt 1) the rally; 2) the tech sector; 3) just the chip sector; 4) just Xilinx, its nearest competitor; or none of the above :)? TIA best, Bosco

To: Zeev Hed who wrote (7003)	11/1/2000 1:04:09 PM
From: Bilow	Read Replies (2) \| Respond to of 30051

Hi Zeev Hed; Re: "if my "conspiracy" theory (INTC wants AMD to be a mushroom, being kept in the dark and fed ....) is correct" While mom and pop really have no idea what is going into next year's products, it would be ludicrous to suggest that Intel or AMD is unaware of the basic facts about memory technologies. Intel's public statements are made for marketing purposes, not to hide stuff from AMD. Same with AMD. If Intel admitted that they were gradually stepping away from RDRAM, it would reduce sales of their P4, as it is only supported by RDRAM right now. Intel said the same thing about P133 as they recently said about DDR, but they came around in P133 and will come around in DDR. Like the VIA guy said, sometimes history does repeat itself. But don't take the public pronouncements of either company as an indication of anything other than their desire to do business - and sell processors. Everybody reads the same trade journals, and if that weren't enough, AMD and Intel hire each other's engineers constantly. It just isn't possible for either company to be unaware of what the other is doing. -- Carl