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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (26596)	9/8/2001 8:38:51 AM
From: James Calladine	Read Replies (1) \| Respond to of 30051

AMD: I think AMD has transformed itself substantially in the last several years, and has much more genuine strength than realized. Both HP and CPQ have been AMD customers and I think that will continue. Does anyone want to see INTC the sole source? DELL is an INTC house and probably that will continue. AMD's 64 bit processors will probably surprise everybody. I think they will have more prospect for market success than INTC. For marketing reasons alone, I think 64 bit will become the high end of the desktop (within the framework of the same software). That is something INTC cannot offer. IBM is spending close to a BILLION dollars to promote Linux in the server domain. I think this will support more Linux infrastructure building. More and more people want a genuine alternative to MSFT and IBM (and others) will give it to them. Even INTC is positioning itself to make sure it will not lose out on this movement. AMD has really not been a participant in the server market, but this too is changing. In all of this I see AMD as a strategic asset of some consequence, and a definite takeover candidate. Zeev, who do you suppose would be the right acquirer? For me that's the harder question to answer. Namaste! Jim

To: Zeev Hed who wrote (26596)	9/8/2001 9:10:11 AM
From: Crimson Ghost	Read Replies (1) \| Respond to of 30051

Zeev: Aside from a touch of AAPL I only play QQQ in the tech area. So I have no comments or opinions on individual stocks. But the theme of massive industry consolidation should constitute a powerful tailwind for tech stocks in the months ahead. While I still have great difficulty seeing the NAZ rally to 3800 in the next bull move as you suggest, I have no problem with a move to 2500 or possibly even 3000 by mid-2002.

To: Zeev Hed who wrote (26596)	9/8/2001 2:47:41 PM
From: orkrious	Respond to of 30051

Zeev, what are your thoughts on VRTS as a buy for the upcoming rally? Not a great price/book but a leader in storage at 6x sales. Book is 3/4 goodwill (where have all of the profits of these companies gone?). Once things take off again, storage likely will be hot again. Also, CHKP at 14x sales sure is expensive, but has huge margins and should lead again. TIA Jay

To: Zeev Hed who wrote (26596)	9/8/2001 6:41:59 PM
From: James C. Mc Gowan	Read Replies (1) \| Respond to of 30051

INTC: it broke major support this week, a quadruple bottom break on P+F charts. Could this coincide with a major change in market's perception of value of INTC franchise, consistent with the noted technical superiority of some of upstart AMD's chips, and the potential value of AMD to say, IBM, or the HWP/CPQ model. DELL/INTC v. HWP/CPQ with IBM helping move away from MSFT dominance in some markets? Just some random musings. Short INTC looks good after any near term technical bounce here. James