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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Paul A who wrote (7825)	3/31/2001 9:51:12 PM
From: Tom Hua	Respond to of 19633

Paul, agree with you 100% on AMD and CS. Both are hidden gems with significantly more long term upside potential than short term downside risks. Today, INTC has 80% market share for CPU processors, AMD 20%. INTC is losing market share while AMD is gaining. Yet INTC commands a market cap 20 times higher. Either INTC has to come down or AMD go up. I think it'll be a combination of both. I have no position in either at this time, but when I do, it'll be long AMD/short INTC. As for CS, seems to me a true bargain at current level. You buying 20 shares AMD next week? I may join you soon. I did pick up 18 shares CS though, a little bit at a time. Regards, Tom