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

To: Charles R who wrote (47868)	7/16/2001 5:11:24 PM
From: Pravin Kamdar	Read Replies (3) \| Respond to of 275872

Dan Niles was just on CNBC discussing Intel. He said that they will try to make bullish comments, but that the numbers they will give will force analysts to lower revenue and eps projections. He said that in 3 to 6 months, Intel will be a lot lower than it is now, and that it will probably test its 52 week low. I'd say he has a pretty good picture of reality. Intel has dropped another half a buck in afterhours after Nile's comments. Pravin.

To: Charles R who wrote (47868)	7/16/2001 5:41:51 PM
From: bacchus_ii	Read Replies (2) \| Respond to of 275872

RE:"Congratulations! I lost that that one fair and square." Not yet methinks. Before writing you check you could wait SHIPPING. Paul-<By the way - did you ever consider that Intel Merced Servers may "possibly" be shipping BEFORE any AthLATE servers ever ship ? "ProLiant DL590/64 servers are available worldwide this quarter" Gottfried Would appreciate if Paul could give us the link of when he sold AMD and was it all or just a part of his AMD holding.