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

To: tejek who wrote (19452)	11/17/2000 1:30:20 PM
From: Maverick	Read Replies (1) \| Respond to of 275872

AMD's share of $1K-1.5K went from 3%in May to 22.3% in Sept AMD managed to break out of the budget PC market with Athlon, its desktop PC chip that surpassed the Pentium III in terms of performance. The company's share of the $1,000 to $1,500 PC market at retail went from 3 percent in May to 22.3 percent in September, according to Stephen Baker, an analyst at PC Data. yahoo.cnet.com

To: tejek who wrote (19452)	11/17/2000 1:53:19 PM
From: Petz	Read Replies (2) \| Respond to of 275872

ted, whoever wrote that article about Edelstone was clueless Edelstone points out that the situation isn't quite as dire as it appears because an extraordinary gain on the sale of shares of Micron (MU:NYSE - news - boards) in 2000 will make 2001 a "tough compare." "isn't quite as dire?" - quite the opposite. The reporter exactly reversed the obvious conclusion that Intel will look bad because the Y2000 capital gains can't be completed. The fact remains, says Edelstone, that Intel faces the risk of eroding gross margins during the year because of competition and a product transition. In other words, not only will the investment results be decreasing, but the operating results as well. Petz