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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Joey Smith who wrote (38043)	10/3/1998 4:23:00 PM
From: Yousef	Respond to of 1573001

Joey, Re: " I'll stick to my brand of reality which is GO LONG INTC and trade AMD for the fun of it." I think a few of us (you, Paul and myself) have taken this approach ... You know, I made more on AMD last year than I did on Intel. Of course, I was short AMD. <ggg> Love that sort of "reality". Make It So, Yousef

To: Joey Smith who wrote (38043)	10/3/1998 5:33:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1573001

Joey, I'll stick to my brand of reality which is GO LONG INTC and trade AMD for the fun of it. You just described my trading strategy as well. Although I am starting to believe that AMD's stock is undervalued, AMD still remains too high a risk for a sure thing. The recent good news about AMD in the retail market, including the Sony announcement, makes me start to believe that AMD can break out into the 20's. But bad news from National Semiconductor also tells me that AMD could fall even further, especially if AMD posts more losses this quarter than expected. After Intel's positive preannouncement, the silence from AMD is scaring me as a potential short-term AMD buyer. I remember that such a silence preceded the Q2 earnings disappointment. But with the recent upturn in semis plus AMD's growth in the retail market, I have no idea why AMD should expect to disappoint in Q3, unless AMD had to sell at prices way below what they wanted. When was AMD's earnings announcement again? Tenchusatsu