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Politics : Formerly About Advanced Micro Devices
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To: kapkan4u who wrote (63392)6/25/1999 5:30:00 PM
From: kash johal  Read Replies (1) of 1571904
 
Kap,

Re:"How solid is this information? I am sitting on 40% profit on July INTC puts (60s and 57.5s) and trying do decide whether to hold them past the Q2 earnings report or take a profit. My estimates for Q2 are $6.8B in revenue and $.52 in profits. If I am right the stock should go into the high $40s. What do you think?"

I don't give investment advice because everybodys situation is so different.

But in general I have found its always good to take some money off the table.

I suspect that your expectations are reasonable.

However the stock action will respond much more to their forward looking outlook.

If they anticipate better margins and the coppermine looks on track then the stock could easily soar again.

My best guess is that their will be a good buying opportunity on Intel as the K7 hype builds - particularly if several major oems really support the chip on the get go.

Anyway just my thoughts.

Regards,

Kash
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