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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (7305)	9/26/2003 12:00:10 PM
From: willcousa	Read Replies (1) \| Respond to of 25522

Bob Stovall. who used to go on Rukeyser, would talk about his "competitive hedge" idea. You would go short AMD and long an equivalent amount of intel. I think that would at least let me get some sleep. :^) Will

To: robert b furman who wrote (7305)	9/26/2003 3:22:04 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 25522

AMD is the talk of the town where I live. I think AMD is going to start to take share from Intel. Linux is coming and the preferred configuration for Linux is an AMD chip, not intel. I hear what you are saying about the Fab problem and I am blissfully ignorant of that issue, not having real knowledge of the economics of fabs vs. a fabless model. But I know that every other time a bunch of dispirate companies got behind some technology shift, it becomes a force just based on that momentum alone. Either way the AMD momentum is good for the industry overall.