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

To: Pravin Kamdar who wrote (38522)	5/7/2001 6:30:15 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 275872

The next two weeks: * Today Dell announced that they have met earnings and revenue expectations for their just completed quarter. This will probably cause Intel and other tech stocks to rise again tomorrow. * Tomorrow afternoon, Cisco will report. They have set expectations so low (2 cents) that they will probably find a way to beat. However, guidance will probably be more important. Hopefully, recent law suits will inspire them to paint an accurate picture. If they mention "stabilization", its off to the races on Wednesday. * On Thursday morning, AMD has their SSB webcast. AMD will probably make some bullish statements. This good news will be rewarded with a market pullback and an associated hit to AMD's stock. * On the following Tuesday, the 15th, AMD may introduce the mobile Palomino with a kick-ass Nvidia chipset. This should cause Intel to fall, but the Fed will lower rates by another 50 basis points on that same morning, and both AMD and Intel will rise (AMD $33, Intel $35). * On that Thursday, the 17th, Dell reports. Mickey D. will undoubtedly try to paint a better picture than he knows to be true (it's in his nature and he can not help it). This will cause a tech rally on Friday for options expiration. * On Friday, everyone with Intel May puts get burned. * Following that, Intel drops to new lows over the next couple of months. Any other predictions? Pravin.

To: Pravin Kamdar who wrote (38522)	5/7/2001 6:58:38 PM
From: chuckles58	Read Replies (1) \| Respond to of 275872

I have a modest stake in NVDA, kind of. As I mentioned in an earlier post, I jumped on the TDFX (3dfx Interactive) bandwagon when the sale of graphics assets to Nvidia was announced in December 2000. I initially bought 5000 shares of TDFX for 5/32. I have since increased my shares to a little over 30,000 (too bad not all at 5/32.) I seriously think that the $0.35 TDFX may payoff as much as $1.00 or more depending on the value and how many of the 1 million NVDA shares are left for shareholders (45 MM sh. or so outstanding). With NVDA at $35-40 it was questionable. With NVDA in the $90's, its showtime!!! But then again I could fall flat on my face. I guess that's why I haven't put more into it. Still, I wonder what's going on with NVDA stock other than one less competitor and XBox contract. I like the AMD conspiracy theory. Also, what effect will the 1 million NVDA shares being dispersed and sold do the NVDA's price? Sorry for the OT, but you guys brought up NVDA. Its the same thing when any friends/acquaintences ask "What kind of computer should I buy?" They had no idea what was coming. Good luck to me<g> CB