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

To: Joe NYC who wrote (63701)	11/14/2001 5:37:52 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

Joe, Yeah, shorting Intel is always a big risk and the market does look strong. My considerations were - there seems to be an air of euphoria around and sentiment can only go down from here - when the pro Intel faction starts shooting them down it must have some effect - the P4 shortage will probably hit the consumer more than it has so far - I remain long AMD so I am less concerned about betting against the market - it becomes more an issue of relative valuation of AMD vs Intel.