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To: Patrick Koehler who wrote (31852)4/7/1998 5:31:00 PM
From: DavidG  Respond to of 53903
 
Pat,

The -.39 was bad but the conference call will make the difference. I saw it trading afterhours at 30 1/2 up 3/4. I think they will do good tomorrow but should not impact rest of SOX. They will be pumping out those K6-233 that I could pick up for $135 and use in socket 7. Pentium IIs are still $250 higher which is not worth the difference. So they have an edge.

This won't generate new PC business just take away from INTEL.

I think MU will be unaffected by AMD tomorrow... though, if there is a POP in SOXX tomorrow that would pull MU up. MU seems to be tracking with SOX with a higher beta.

DavidG



To: Patrick Koehler who wrote (31852)4/7/1998 10:09:00 PM
From: TREND1  Respond to of 53903
 
Pat and david
Please re look at Down Gap chart on my web site
It looks like most of them are bottoms...for at least a few days

Larry Dudash
PS: I think Captain Skeeter will get a bullet right
between the eyes at the open (g)