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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.00-2.0%Jan 7 3:59 PM EST
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To: peter_luc who wrote (38006)5/1/2001 7:03:14 PM
From: chuckles58 of 275872
 
I am holding still also. I would hate to be sitting on the sidelines when OEM's come out of hiding (ok, abiding by the NDA's) to announce mobile Athlon notebooks, or when Palomino's are released. While I am pleased with the recent recapturing of old ground to $32 (almost,) there is so much upside to AMD's fortunes. Unfortunately I had the same mindset the second half of last year as we fell from $48.50, I just have to figure out where to step off on a pullback.

For Mani's benefit, my plan is to sell the majority of my holdings exactly 15 minutes before Intel, Dell or "fill in the blank" issues further warnings for 2Q earnings. That is the tough one.

If the notebook/Pally announcements carry AMD significantly higher before any substantial warnings occur, I may cut back a little. I think first week in June is soonest any warnings will come.

BTW, my little investment (5/32) in TDFX is looking better as NVDA shares hit $91 today. I have added to my holdings recently at $.29, as NVDA has gained ground. I'm still holding out hope for Covad (now COVDE) once their late 2000 financials are reported in the next week or two. Now you can see how I can tell people "I am diversified".<ggg>

CB
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