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To: Amy J who wrote (128646)	3/1/2001 2:30:09 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Amy, thread, I looked around some and it looks like AMCC's revenue shortage bomb at 10:30 PDT cratered us even worse today. Earthquake yesterday, AMCC bomb today, what's next, plague, flood, locusts, frogs? 14:05 ET Dow -160, Nasdaq -68, S&P -21.90: [BRIEFING.COM] Unfortunate timing on the Applied Micro (AMCC 25 1/4 -1 1/2--halted) warning. The Nasdaq was again recently testing for support at its session low and could not make up its mind. AMCC made up its mind for it sending the Nasdaq to a new session low breaking through 2080. The news likely ruled out any chance at an afternoon rebound. The Dow is not faring much better as it remains close to its session low. Although crude oil is essentially unchanged at $27.50, oil stocks continue to rally on President Bush's recent comments on the need for more domestic exploration. Also helping is the sector's seemingly safe earnings outlook which has been attractive given all of the tech warnings. NYSE Adv/Dec 1190/1758... Nasdaq Adv/Dec 1012/2598. 13:30 ET Applied Micro (AMCC) 25 1/4 -1 1/2 (-5.6%): -- Update -- Instead of press release, communications chip maker uses CNBC interview to disseminate warning. Company guiding down MarQ revenue est. to range of $125 to $135 mln, compared to current consensus of $162 mln.

To: Amy J who wrote (128646)	3/1/2001 2:40:44 PM
From: AK2004	Read Replies (3) \| Respond to of 186894

Amy re:If this manufacturing recession lasts long enough, this could actually be good for Intel as it impacts AMD. A nasty recession could implode AMD. When was AMD founded? LOL! did not have such a good laugh in while, thank you. :-)) Barret is saying that he would buy his back rather than showing needed technology. Intel is hurting bad with product problems and margin requirements. AMD is doing better than a year ago and substantially better than 2 or 3 years ago. Amd is gaining market share with excellent product line and roadmap and got enough capital to do buybacks as well. And here is comes - "we will crush you" Regards -Albert

To: Amy J who wrote (128646)	3/1/2001 3:17:02 PM
From: 2maclean	Respond to of 186894

Amy, As I remember, AMD was founded in the very early '70s- and was almost wiped out in the 1974-1975 collapse. Best, 2MacLean

To: Amy J who wrote (128646)	3/1/2001 8:48:13 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Amy - Re: "When was AMD founded? After or before the nasty inflation of the 70's? " Around the summer of 1969 - only about 9 months after Intel's founding. Re: ". (Ignore the comment about "start" - that'll just sidetrack the discussion.) " That was the central issue to my comment. Re: "what happened in the 70's, in response to the oil inflation and how is it different from now? And why did that fail? How is it different from today? " 1. Gas prices/Oil prices ZOOMED. 2. Congress enacted laws specifying future minimum average gas mileage for cars. 3. Auto makers designed smaller cars with more efficient engines and better gas mileage. Oil consumption began to level off - or decrease in the late 1970s and through the 1980s. 3A - Three Mile Island nearly melted down (late 1970s) - and the Anti-Nukes freaked EVERYBODY about the dangers of atomic energy - and except for works in progress, the use of Atomic Energy for new power generation within the US came to an IMMEDIATE HALT. 3B. The Sierra CLub patted themselves on their collective back at their wine and cheese parties. 4. Oil consumption began to decrease in the early 80s. 5. Gas/oil prices fell from the early 80s until the Gulf War. 6. AFter the Gulf War, oil prices/gas prices subsided. 7. In the US, the ecomomy boomed - and people started buying larger cars and SUVs - with poorer gas mileage - and the added fuel costs became less significant as their salaries increased. Oil consumption ROSE - also due to a burgeoning and expanding US economy. 8. In 1999, OPEC decided they needed to give themselves a raise - and jacked up oil prices. Here we are today. Paul