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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (77755)	10/29/1999 1:20:00 PM
From: kash johal	Read Replies (3) of 1577893

Mani, At the 3q conference call AMD was very conservative due to MB and chipset concerns over Q4. They stated they would have much more visibility in there analyst meeting in November. I imagine it should be within next 2 weeks or we run into Comdex. With Intel basically sold out and unable to flood the market with high speed cumines, the scenario should be as good as it can get for a significant upside move. Seems like a good time to buy Nov 20 calls - they are less than a $1 right now. Or to write some puts for the more conservative among us. I'm buying calls as we speak. Welcome inputs from the thread. regards, Kash

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