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

To: Scumbria who wrote (54798)	4/8/1999 10:23:00 AM
From: DRBES	Read Replies (1) \| Respond to of 1571204

re: "I have a hard time seeing how > 2.15 million CPUs shipped in March could be considered bad news." On the surface, at least, it is not; however, the market has the capability to see whatever news that is released whichever way it wants to. Further, a lot depends on the product mix, speed bin mix, and the perception of management's credibility (generally poor, right now). Regards, DARBES

To: Scumbria who wrote (54798)	4/8/1999 10:48:00 AM
From: DRBES	Respond to of 1571204

On a relative basis, given the very bad news from AMD, and the general weakness in the tech sector, iNTEL's action though proportionately better than AMD's has too be seen, so far as bad in relationship to that of AMD. I am not taking too much encouragement from this, however, the optimists for AMD stock seem to always be early and later action tends to be erosive Regards, DARBES