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To: Jim McMannis who wrote (142483)8/30/2001 1:42:51 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Jim,

IF Intel goes under $20, who knows where AMD will be. I suspect that would mean that Intel had a loss for the quarter. And if Intel goes to a loss, the pain will multiply and flow downhill.

John



To: Jim McMannis who wrote (142483)8/30/2001 3:58:44 PM
From: f.simons  Respond to of 186894
 
re: Intel under 27...looks like the 2 to 1 Intel AMD ratio is holding. When AMD is under 10,
Intel will be under 20?


Groan...! Now we are going to have to start listening to 2-1 crossover talk. Niceguy will love the concept.



To: Jim McMannis who wrote (142483)8/30/2001 4:19:58 PM
From: Joseph Pareti  Respond to of 186894
 
>looks like the 2 to 1 Intel AMD ratio is holding

who invented that? Joseph, Osha ? :-)
How about this "when the tide rises all boats go up".
But in the current "triple whammy" AMD is heading
into the red (where they are most comfortable), and Intel is ready to execute the next step



To: Jim McMannis who wrote (142483)9/5/2001 4:23:14 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Jim,

re: Intel under 27...looks like the 2 to 1 Intel AMD ratio is holding. When AMD is under 10, Intel will be under 20?

It doesn't look like your ratio is holding up very well.

John