| Reply | Message Preview | From | Recs | Posted |
| 110457 |
RE: DELL....CORRECTION REV Growth YOY was up 31% and not 13%. Sorry. | tejek | - | 5/11/2000 |
| 110456 |
Ed, Thanks for the opinion. I doubt I'll get any june or july calls. I&# | chic_hearne | - | 5/11/2000 |
| 110455 | Niceguy...Re..<<<<<<<b>...A track record of 9 mont | hmaly | - | 5/11/2000 |
| 110454 |
" THe only other project that I have been following that had a simila | Rob Young | - | 5/11/2000 |
| 110453 |
Hello Tejek, Re: <i>I don't get what's going on...its sounds lik | crazyoldman | - | 5/11/2000 |
| 110452 |
Chic, those May 90's may still work out for you. Actually, I was tempted t | eplace | - | 5/11/2000 |
| 110451 |
Hello Tejec, Re: <i>I don't get what's going on...its sounds lik | crazyoldman | - | 5/11/2000 |
| 110450 |
The news on FAI Apparently AMD told FAI that they were going to cut compensati | Gopher Broke | - | 5/11/2000 |
| 110449 |
<i>AMD Terminates Largest Distributor</i> Ted, This seems like a | Bert Herman | - | 5/11/2000 |
| 110448 |
Re:"They came in with $0.19, $0.16 was expected" Oh well. I only bou | ajbrenner | - | 5/11/2000 |
| 110447 |
crazyoldman: Sounds like lots of demand elsewhere (Dell maybe?) for AMD to be | niceguy767 | - | 5/11/2000 |
| 110446 |
AJB - RE: DEll They came in with $0.19, $0.16 was expected. | Cirruslvr | - | 5/11/2000 |
| 110445 |
Eric, I has taken Microsoft years to get Win2K from Beta to released product s | Gopher Broke | - | 5/11/2000 |
| 110444 |
DELL Good report $.19 EPS vs $.13 EPS consensus; REVS $7.28 billion...up abou | tejek | - | 5/11/2000 |
| 110443 |
Jozef, <i>My guess is that the 64bit edition will in fact be based on th | d[-_-]b | - | 5/11/2000 |
| 110442 |
Eric, Just going by W2K 32 schedule, the first beta was out I think in 1998, t | Joe NYC | - | 5/11/2000 |
| 110441 |
<i>Ted re <<AMAT gave a good report last nite....but it wasn't | tejek | - | 5/11/2000 |
| 110440 |
Jozef, <i>My point is that the OS is nowhere being near ready. Itanium i | d[-_-]b | - | 5/11/2000 |
| 110439 |
<i>Hope other guys wont raise their EPS too much so that AMD can beat con | Gopher Broke | - | 5/11/2000 |
| 110438 |
Re: <i>You may be asking a bit too much of a short term chart. Price is o | chic_hearne | - | 5/11/2000 |
| 110437 |
Jim, Good trading. I guess I am just getting cautious in my old age. I just | kash johal | - | 5/11/2000 |
| 110436 |
Chic, RE:"From chart analysis, when do you see us hitting a high between n | Jim McMannis | - | 5/11/2000 |
| 110435 |
Re: <i>Charts really tell you a lot if you take the time to learn to read | chic_hearne | - | 5/11/2000 |
| 110434 |
Jim, That was a good move - buying AMD yesterday at the close. Intel is losing | Goutam | - | 5/11/2000 |
| 110433 |
OT-Does anybody have any thoughts to offer wrt to buying some short term Dell p | ajbrenner | - | 5/11/2000 |
| 110432 |
Eric, <i>What's your point?</i> My point is that the OS is no | Joe NYC | - | 5/11/2000 |
| 110431 |
Mani, You did well deciphering AMATs report. I took note when you posted the b | Jim McMannis | - | 5/11/2000 |
| 110430 |
I bought AMD on the close yesterday at 80. I'm feeling very good right now. | Jim McMannis | - | 5/11/2000 |
| 110429 |
Ted re <<AMAT gave a good report last nite....but it wasn't quite goo | Mani1 | - | 5/11/2000 |
| 110428 |
<I>Ted re <<....makes good reading when the sh*t hits the fan!>& | tejek | - | 5/11/2000 |
| 110427 |
Re: <i>Time to step up to the plate! RTQ $85 7/16!</i> Mani, RTQ- | chic_hearne | - | 5/11/2000 |
| 110426 |
John Petzinger: Re: "niceguy, AMD's comments to analysts that "t | niceguy767 | - | 5/11/2000 |
| 110425 |
niceguy re <<Looks like AMD is taking another thrust at the $84.50 resist | Mani1 | - | 5/11/2000 |
| 110424 |
Pravin re <<I sold out of the LSI that I picked up yesterday for a nice $ | Mani1 | - | 5/11/2000 |
| 110423 |
Mani: Agreed! The whole internet/tech thing is only in the first inning...and | niceguy767 | - | 5/11/2000 |
| 110422 |
Pravin: Re: "Does anyone here think that there is any chance that Dell wi | niceguy767 | - | 5/11/2000 |
| 110421 |
<i>I kept buying semi and semi equipment stocks AMD, TXN, ALTR, COHU, AMA | tejek | - | 5/11/2000 |
| 110420 |
Pravin re <<Does anyone here think that there is any chance that Dell wil | Mani1 | - | 5/11/2000 |
| 110419 |
niceguy, AMD's comments to analysts that "the company is getting bette | Petz | - | 5/11/2000 |
| 110418 |
<i>To All: AMD Terminates Largest Distributor From : amdzone.com Thursd | tejek | - | 5/11/2000 |
| 110417 |
Pravin: Re: "The only stock that I am holding long term is AMD. I trade o | niceguy767 | - | 5/11/2000 |
| 110416 |
Pravin, I see a lot of market risk right now. I just went to 50% cash today. | kash johal | - | 5/11/2000 |
| 110415 |
Ted re <<....makes good reading when the sh*t hits the fan!>> No i | Mani1 | - | 5/11/2000 |
| 110414 |
Hi Mani: Glad to hear it...Those "low hanging fruit" that you picked | niceguy767 | - | 5/11/2000 |
| 110413 |
Does anyone here think that there is any chance that Dell will announce the ado | Pravin Kamdar | - | 5/11/2000 |
| 110412 |
Niceguy, The only stock that I am holding long term is AMD. I trade others on | Pravin Kamdar | - | 5/11/2000 |
| 110411 |
GopherBroke: Re: "Just closed out the May 80s I bought yesterday for a ni | niceguy767 | - | 5/11/2000 |
| 110410 |
Pravin: Re: "What do you guys make of Dell's price action this mornin | niceguy767 | - | 5/11/2000 |
| 110409 |
Yougang, Thanks very much for the info. Like your market insights very much. | xun | - | 5/11/2000 |
| 110408 |
Hi niceguy, As I said I would do last night, I went 100% margin at the open. | Mani1 | - | 5/11/2000 |
| 110407 |
Re: <i>Hope other guys wont raise their EPS too much so that AMD can beat | chic_hearne | - | 5/11/2000 |
| 110406 |
Yougang Xiao, >> <i>Is AMD saying that the Q2 EPS would be at leas | Goutam | - | 5/11/2000 |
| 110405 |
To All: AMD Terminates Largest Distributor From : amdzone.com <b> Thu | crazyoldman | - | 5/11/2000 |
| 110404 |
I like a SSB estimate of $1.10 (with expectations that it's a nickel short. | enzyme | - | 5/11/2000 |
| 110403 |
crazy, that crazy idea of screwdriver shops stuffing i820 boards with SDRAM and | Petz | - | 5/11/2000 |
| 110402 |
Goutama: <<What I didn't understand clearly is this - We expect ou | Yougang Xiao | - | 5/11/2000 |
| 110401 |
RE: What I didn't understand clearly is this - We expect our | enzyme | - | 5/11/2000 |
| 110400 |
Yougang Xiao, < <i>From Albert: Good News from yesterday's SSB Co | Goutam | - | 5/11/2000 |
| 110399 |
<i>Watching all these triple posts, what do you think about the exclusion | tejek | - | 5/11/2000 |
| 110398 |
Main Points of SSB Report from Albert: 1. AMD is doing very well Internally. | Yougang Xiao | - | 5/11/2000 |
| 110397 |
From Albert: Good News from yesterday's SSB Conference: 09:46am EDT 11-May | Yougang Xiao | - | 5/11/2000 |
| 110396 |
ted, Watching all these triple posts, what do you think about the exclusion of | boris_a | - | 5/11/2000 |
| 110395 |
Most digital cameras shipped. Sony even have one with 1.44 floppy disk with 8 M | Kenith Lee | - | 5/11/2000 |
| 110394 |
<i>What do you guys make of Dell's price action this morning (down). | tejek | - | 5/11/2000 |
| 110393 |
<i>I thought this was a well written article from Cramer....makes good re | tejek | - | 5/11/2000 |
| 110392 |
Just closed out the May 80s I bought yesterday for a nice 70% profit. I know w | Gopher Broke | - | 5/11/2000 |
| 110391 |
What do you guys make of Dell's price action this morning (down). I'm v | Pravin Kamdar | - | 5/11/2000 |
| 110390 |
<Intel is a major cornerstone of a lot of mutual funds..> Good point. De | Alighieri | - | 5/11/2000 |
| 110389 |
<Intel is a major cornerstone of a lot of mutual funds..> Good point. De | Alighieri | - | 5/11/2000 |
| 110388 |
<Intel is a major cornerstone of a lot of mutual funds..> Good point. De | Alighieri | - | 5/11/2000 |
| 110387 |
<i>Just know that shorting Intel is tough because it has such strong inst | tejek | - | 5/11/2000 |
| 110386 |
Jozef: Thanks...Very useful information! | niceguy767 | - | 5/11/2000 |
| 110385 |
What's your point? Thousands of folks have development systems now, runnin | d[-_-]b | - | 5/11/2000 |
| 110384 |
Re: <I>save a penny now and losing a dollar of profit later"</i&g | chic_hearne | - | 5/11/2000 |
| 110383 |
Dear Chic: I think that a large part of why IBM doe not get as many sales as i | pgerassi | - | 5/11/2000 |
| 110382 |
<i> It's just my opinion, that the stock market is a lot like gambli | TimF | - | 5/11/2000 |
| 110381 |
Talk about having a brain FART...I already knew that..sheesh I'm in it.. I | milo_morai | - | 5/11/2000 |
| 110380 |
Elmer - RE: "unless you are referring to a post of mine a month or so ago | Cirruslvr | - | 5/11/2000 |
| 110379 |
<i>One thing that just came to my mind (and maybe a few other people post | Bert Herman | - | 5/11/2000 |
| 110378 |
<< I know. That is what made me decide not to short RMBS at 400+. However | that_crazy_doug | - | 5/11/2000 |
| 110377 |
Hey Mani: Two minutes before opening and Nasdaq futures up 82 and S&P futu | niceguy767 | - | 5/11/2000 |
| 110376 |
SyncMan: Re: "I think the answer to your question is "Pricing power& | niceguy767 | - | 5/11/2000 |
| 110375 |
<< Cameras are memory hogs. Cell phones & MP3 players aren't. > | that_crazy_doug | - | 5/11/2000 |
| 110374 |
<i> Just know that shorting Intel is tough because it has such | TimF | - | 5/11/2000 |
| 110373 |
<< I bet Intel hasn't budgeted for every system returned containing 1 | that_crazy_doug | - | 5/11/2000 |
| 110372 |
Bert, I don't think aggressive introduction of new technology is necessari | Gopher Broke | - | 5/11/2000 |
| 110371 |
So far I have only seen The Register pointing at the real source of all this IN | Bert Herman | - | 5/11/2000 |
| 110370 |
<i>In fact, very recently, Dell said they are not experiencing shortages | Gopher Broke | - | 5/11/2000 |
| 110369 |
I think the answer to your question is "Pricing power". Cisco owns t | SyncMan | - | 5/11/2000 |
| 110368 |
<i>Gopher, thanks for the link on flipchips NOT cracking</i> Happy | Gopher Broke | - | 5/11/2000 |
| 110367 |
Re: "I think when the CEO mentions it during the shareholders meeting, it | Elmer | - | 5/11/2000 |
| 110366 |
Elmer, <i>I was commenting on a rumor being called more than a rumor< | Joe NYC | - | 5/11/2000 |
| 110365 |
Eric, <i>Microsoft's OS already runs on Itanium, they will ship toge | Joe NYC | - | 5/11/2000 |
| 110364 |
Re: "Elmer, Was the data you found out about AMD yields/bin-splits from Au | Elmer | - | 5/11/2000 |
| 110363 |
Another link, thanks to Aces Hardware: zdnet.com MS shows off 64-bit Win2000 a | Joe NYC | - | 5/11/2000 |
| 110362 |
Re: "BTW, welcome back, its been awhile." Thanks. I'm still over | Elmer | - | 5/11/2000 |
| 110361 |
Here is some info from Aces hardware about Via roadmap: aceshardware.com It ori | Joe NYC | - | 5/11/2000 |
| 110360 |
Yes, here is the link: epscontest.com It's on Goutama's page Joe | Joe NYC | - | 5/11/2000 |
| 110359 |
Bob, <i>$700? I'm sure it's a killer price. What's your gues | Joe NYC | - | 5/11/2000 |
| 110358 |
AMD/INTC CROSSOVER-ECLIPSE,DELTA 26 1/8 by: AMDMARKETMAKER (M/SF) 5/10/00 11:5 | milo_morai | - | 5/11/2000 |
