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

To: Paul Engel who wrote (40130)	10/26/1998 1:07:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1573718

Paul, Look at Intel's earnings - then you'll really worry about your AMD investment. ! On the contrary. Intel's earnings are the huge piece of pie AMD is biting into. It looks very appetizing to me and other AMD investors (like yourself.) Scumbria

To: Paul Engel who wrote (40130)	10/26/1998 1:23:00 PM
From: Kevin K. Spurway	Read Replies (3) \| Respond to of 1573718

Re: "Look at Intel's earnings - then you'll really worry about your AMD investment. !" Intel's earnings are quite nice, especially since they even surprised themselves with last quarter's blowout result. Unfortunately, the sad fact is that the market is less concerned with absolute earings than it is with relative performance. And the bad news for Intel is that revenues are staying FLAT while profit margins are trending DOWN. In the long run, this does not add up to a stock price that goes UP. Don't bother cherrypicking data points to refute me. I'm talking about trends. Maybe Intel will put together a couple more good quarters like the last and shake out of the rut. If it does, and it can convince the market that it's sustainable, the stock will soar. Kevin