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

To: Jim McMannis who wrote (46767)	7/9/2001 4:45:24 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Jim: "Expect "major fudge" or "Milli vanilli"..." That capital gains reserve at INTC has all but disappeared and as Paul has so frequently pointed out, AMD has caused INTC's ASP to nosedive at the same time in q2...Not sure if INTC has enough padding left in areas "other" to obscure what is likely to reveal yet another horrendous margin shrinkage at INTC in q2.

To: Jim McMannis who wrote (46767)	7/9/2001 5:14:43 PM
From: Pravin Kamdar	Respond to of 275872

Jim, Expect "major fudge" or "Milli vanilli"... It probably doesn't matter what they come in with as long as Andy says that the situation is "stabilizing". Then we'll see a billion news reports quoting his prediction of stabilization with everyone falling all over themselves to buy the stock on such good news. Like CNBC put it a few weeks back, it's like watching a car go over a cliff and explode on impact, and then say that the situation has stabilized when the fire starts to die down. People want to believe. Hitler knew this. Pravin.