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To: bacchus_ii who wrote (49399)	7/30/2001 3:01:29 PM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

re: "Surprising that such a great new from Intel push INTC stock lower and AMD stock higher." Last I looked, Intel was selling for about $11 HIGHER than AMD.

To: bacchus_ii who wrote (49399)	7/30/2001 3:18:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

bacchus, >Surprising that such a great new from Intel push INTC stock lower and AMD stock higher. The Barron's article, The Barron's article, The Barron's article, The Barron's article. Actually, if I were a shorting man, that Barron's article probably sets up AMD as a good short. No guts, no glory, that's me. Tony

To: bacchus_ii who wrote (49399)	7/30/2001 3:25:20 PM
From: Tony Viola	Read Replies (2) \| Respond to of 275872

Bacchus, >Surprising that such a great new from Intel push INTC stock lower and AMD stock higher. Might take a day or two. To:Elmer who wrote (140452) From: Tony Viola Monday, Jul 30, 2001 3:11 PM View Replies (1) \| Respond to of 140462 Article reviews PIII-M and A4. This has to be wrong: "Deeper Sleep" feature to its 830 mobile chip set, which lowers the processor voltage to 0.085 volts". 0.085 volts couldn't keep a germanium transistor alive. PIII-M looks like a speed burner, except that HP (or PC Mag) managed to hold it back in Business Winstone 2001. Other than that, in Business Winstone 2001 and Content Creation Winstone 2001, it's all over the A4s that were tested (more expensive too). pcmag.com Tony

To: bacchus_ii who wrote (49399)	7/31/2001 12:40:40 PM
From: Tony Viola	Respond to of 275872

Bacchus, like I said yesterday, sometimes it's not the announcement about new products, but what the analysts do with it that drives the stock. Below is a description of a report that may be doing some good for INTC today. Couldn't find the URL on Briefing or the other obvious places. The TMF poster is probably right, but what are you going to do? A nonsensical report out of B of A has Intel "taking market share" from AMD with their new chips for laptops. How would that be possible, since AMD had no market share in that segment? Maybe it will enable Intel to retain some market share! leviticus.boards.fool.com Tony