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To: Jim McMannis who wrote (77942)4/7/1999 4:20:00 PM
From: Paul Fiondella  Read Replies (2) | Respond to of 186894
 
Jim have you noticed how AMD seems to be up more today than INTC

I think there is a lot of speculative interest in AMD. If the boxes selling doomsayers are completely wrong then AMD gets a play.

Tomorrow we have DELL's conference. Anything DELL says good about March sales is also very good for INTC.

When MSFT introduced Win98, in the last month of the quarter, it significantly boosted stock price when the impact on sales was projected forward. Same for PIII but I'm also wondering how much more up we can go between now and earnings.




To: Jim McMannis who wrote (77942)4/7/1999 5:38:00 PM
From: Ibexx  Respond to of 186894
 
Jim,

Re.Doesn't mean I won't have a bout with insanity later and buy some AMD... <G>

I could take away your self-destruction device (is it the 'puter or phone?) if you let me. <g>

Ibexx


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