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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (24378)	1/10/2005 7:40:06 PM
From: Tommaso	Read Replies (2) \| Respond to of 110194

Thank you. That is information that I did not know and that everyone who buys any kind of mutual fund should know. After looking at some of those links, I think it is entirely possible that the commission costs of PCRDX are simply folded in, invisibly, into the net assets of the fund. Maybe tomorrow I will write an email or two to PIMCO and see if they are willing to tell me anything. Again, many thanks.

To: ild who wrote (24378)	1/11/2005 8:47:39 AM
From: orkrious	Respond to of 110194

I hope cramer gets hosed AMD Earnings Flop Bodes Well for Intel By James J. Cramer RealMoney.com Columnist 1/11/2005 8:21 AM EST Click here for more stories by James J. Cramer Intel (INTC:Nasdaq) BULLISH Price: $22.88 \| 52-Week Range: $19.64-$34.39 # Intel has to prove that it's beating AMD in market share. # All of Intel's big moves upward have come when it decimated AMD and took back its share. # Intel has its work cut out for it, but it's up to the task. Position: Long Looks like Intel's (INTC:Nasdaq - commentary - research) got its work cut out for it. Intel has to tell people that it is kicking Advanced Micro's (AMD:NYSE - commentary - research) butt, that it is taking back share and that customers simply don't want to deal with its poorer competitor. It has to do that, right up front, or we could be headed down a very bad path here. I have been looking to Intel as a terrific start to what I think will be a very strong earnings season. AMD's debacle of an earnings report Monday evening, not to mention the upgrades and then downgrades within 24 hours for this dopey company, makes that seem less likely. But what if this is the reversion we have been looking for? All of Intel's big moves upward have come when it decimated AMD and took back its share. All its big moves downward have come when AMD was competitive. Given that PC demand seems strong -- according to RBC Capital analyst Apjit Walia, who was on "Kudlow & Cramer" last night -- and Intel has the right product, maybe this is the moment where the two, AMD and Intel, diverge as they have in the past. It seems like a tall order in light of how horrible AMD is. I think Intel's up to the task. I still like it going into this quarter. I still think it trades higher.