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To: Jim Patterson who wrote (48906)2/26/1998 2:36:00 PM
From: Jon Klaus  Read Replies (1) | Respond to of 186894
 
CPQ and AMD

>>Now FWIW, MO
CPQ cancled an order to INTC because AMD is experiencing increasing yields and CPQ is getting better supply of K6 chips. This is great for CPQ because CPQ is selling lots of K6 Presairos and their INTC machines are clogging up their Channel so they don't need to build a lot of them at the low end. I know, It's kinda thin.>>

Sounds plausible, especially given AMD was up 1 3/4 last I looked.
And if it is true, that doesn't mean I have to be happy about it.

JonK



To: Jim Patterson who wrote (48906)2/26/1998 2:41:00 PM
From: Mohan Marette  Read Replies (2) | Respond to of 186894
 
Jim: Now if this 'rumor' turns out to be true, then the question is
can this Jerry guy deliver the goods??? Stay tuned.



To: Jim Patterson who wrote (48906)2/26/1998 11:21:00 PM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Jim - Re: "But that is where my money is."

What money do you have left?

You shorted Compaq and Dell last fall prior to enormous run ups by both of them. Then you said you'd short them more of they ran up.

Well, are you still short your Dell stock? You had a target price of $60 after you shorted it - It's only gone up $73 since then.

Paul