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To: AK2004 who wrote (5013)	3/18/1998 2:18:00 PM
From: greg nus	Read Replies (5) \| Respond to of 6843

Albert, AMD update! AMD Yield problems persist! biz.yahoo.com AMD's not talking sort of, but in dribs and drabs the story is getting out. Paul how is this for confidence?

To: AK2004 who wrote (5013)	3/18/1998 4:01:00 PM
From: StockMan	Read Replies (1) \| Respond to of 6843

Bert, Re -- I wonder what else Intel is going to do if not PC related.. Once AMD goes under, Intel's stock price will rise, because the perception of competition will no longer exist. He-he-he-he-he. Stockman

To: AK2004 who wrote (5013)	3/18/1998 4:33:00 PM
From: Burt Masnick	Read Replies (1) \| Respond to of 6843

Albert, that wouldn't be from old Tom Kurlak who told his clients to sell Intel at 48 (presplit) then watched it climb to 70 (presplit) before telling them to buy it? With a track record like that I can see that he is a prognosticator to follow. What a sage! Seriously, Tom Kurlak has a REAL spotty record as a predictor of the stock price movements of any number of Semis. He is an equal opportunity error-maker. He has made mistakes on many semiconductors vendors. He follows one index of sales very closely and bases his predictions solely on that indicator (according to an article on him in Fortune Magazine). People who look at only one factor in buying and selling equities get what they deserve (usually losses). Kurlak IS GOOD at making dramatic announcements that move markets temporarily. His bosses at Merrill must love him because he single-handedly makes volume jump (in either direction) and volume makes money for his boss. If I remember correctly he made a hideously bad call on Micron too. He rivals Erika Klauer as an oracle. I think Kurlak has been all over the map on AMD too. I would take his market predictions with a ton of salt. As to his argument, maybe yes, maybe no. If he's right, that's not good news for AMD either. I suspect that he is wrong as usual, which won't bother his masters at Merrill one bit. Windows 98, new Windows NT, new apps coming out daily (like video internet telephony) that push the need for high powered PCs. There are an astonishingly large number of 486s and early pentiums in the US that need to be replaced. There is an even larger world outside the US that needs to get into the computer age. (I know you think they'll all buy AMD exclusively but I think that's a tad optimistic) I myself will have to replace my aging 90 MHz pentium at home with a fresh PC this summer (with a really tiny fraction of my profits from my longterm Intel Investment). By the way, I just got MicroSoft Publisher 98. Wow! I am not exagerating when I say that you could publish just about anything (even a glossy magazine like Time) with the capabilities in that package. Incredible capability for the money. Maybe the best ratio of capability to cost in the software world. I also like Kai's PhotoSoap which is a funky but very capable photo image improver. I can crop, remove scratches and blemishes from old photos, sharpen up blurry snapshots and improve colors and contrast. PhotoSoap is MMX optimized and my old computer isn't MMX capable so that's one reason (though not the only one) that I'll be upgrading this summer. Best regards and good investing, Burt