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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (7322)	4/19/1998 4:03:00 PM
From: cellhigh	Read Replies (2) \| Respond to of 18691

wrong,the real fact of the matter is the sub 1000 market is the most explosive area of market right now.its very hard for amd to do any worse than the last few quarters.are you teling me they wont make money q3 q4?cause if you are your wrong.if the stk bottomed at 18 with no profits just exstrapolate to a buck or so profit.margins are razor thin for the box makers,a k6 is going to sell for whatever regardless what the final box price is

To: Bill Wexler who wrote (7322)	4/19/1998 5:36:00 PM
From: put2rich	Read Replies (2) \| Respond to of 18691

<<You're missing something. AMD is a loser>> I don't like Intel so I bought Cyrix 166 last year. Well it was little cheaper, but it crashed more often. Now I bought 2 Pentium 200 Mhz last month (about $120 each) and did not bother to ask for AMD's K6, which I believe give no price advantage. I don't know if AMD has top of the lines compared to Pentium II and 25-30% cheaper (but still profitable for AMD) but at the current low Pentium level, AMD and Cyrix are dead. At Fry's Pentium 200 Mhz MMX plus motherboard is sold for less than 200 bucks and will drop more soon. Will short AMD near 30.