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Tuesday, 10/05/2004 10:58:02 AM

Tuesday, October 05, 2004 10:58:02 AM

Post# of 98059
Lucy, I'm home.

Boy are you guys verbose. There's no way I can read a months worth of messages. Anyone like to fill me in on what has transpired (big things) over the last month, other than AMD being up from when I left.

Concerning the bombshell. As usual things are far from clear. The significance of the update seems to revolve around whether AMD was talking about actual 2nd quarter revenue or the 3rd quarter revenue estimate, something not perfectly clear to me.

Anyway, the buyer who was collecting AMD when it was down 50+ cents seems to have known what he was doing. Selling seems to be drying up even as the SOXX vacillates.

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